Set up Template Elements with the required Document Tags as per the list below and with a PDF Process Type of PRODUCTIVITY, and linked to:
- a Document Template with a PDF Process Sub Type of CLAIMS for the Claims Productivity Report.
- a Document Template with a PDF Process Sub Type of CONTRIBUTIONS for the Contributions Productivity Report.
- a Document Template with a PDF Process Sub Type of BANKRECON for the Bank Reconciliation Productivity Report.
Create the Document Tags in the table below for linking to the Document Templates.
|
Tag |
Source of Information |
|
SCHEME |
Scheme Code |
|
PROCESS |
My Work Process EXIT,WITHDRAWAL, RETIRAL, DEATH, DISABILITY or PARTIAL WITHDRAWAL |
|
CLAIMSSTART |
Claims in Progress at start of Period |
|
CLAIMSNOINDEX |
Claims not Indexed |
|
CLAIMSINDEX |
Claims Indexed |
|
CLAIMSCAN |
Claims Cancelled |
|
CLAIMSPAID |
Claims Paid |
|
CLAIMSEND |
Claims in Progress at end of Period |
|
USERID |
Userid on EA814 User Maintain Table |
|
TEAM |
Team Id |
|
NAME |
Date Last Contribution Received |
|
SURNAME |
Surname of User ID on EA814 User Maintain Table |
Create the Document Tags for the Contributions Productivity Report in the table below for linking to the Document Templates
|
Tag |
Source of Information |
|
SCHEME |
Scheme Code |
|
PROCESS |
My Work Process CONTRIBUTIONS |
|
CYCLESINDEX |
Cycles indexed |
|
CYCLESNOINDEX |
Cycles not indexed |
|
CYCLESSTART |
Cycles in Process at start of Period |
|
CYCLESCOMPL |
Completed Cycles |
|
CYCLESEND |
Cycles in Process at end of Period |
|
USERID |
Userid on EA814 User Maintain Table |
|
TEAM |
Team Id |
|
NAME |
Date Last Contribution Received |
|
SURNAME |
Surname of User ID on EA814 User Maintain Table |
Create the Document Tags for the Bank Reconciliation Productivity Report in the table below for linking to the Document Templates
|
Tag |
Source of Information |
|
SCHEME |
Scheme Code |
|
PROCESS |
My Work Process BANK RECONCILIATION |
|
BANKSTART |
Bank Reconciliations in progress at start of period |
|
BANKCOMPLETED |
Completed Bank Reconciliations |
|
BANKEND |
Bank Reconciliations in progress at end of period |
|
USERID |
Userid on EA814 User Maintain Table |
|
TEAM |
Team Id |
|
NAME |
Date Last Contribution Received |
|
SURNAME |
Surname of User ID on EA814 User Maintain Table |