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Who: |
All Operational Users |
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Why: |
The Outstanding Actions topic enables users to produce reports that tasks that have not been completed on time |
Overview
The Outstanding Actions topic contains all relevant information about actions that have SLA requirements that have not been satisfied.
This topic can be used to generate different types of reports to meet operational and analytical needs, putting the power in the hands out individual user to define their own requirements and then schedule these reports to be automatically processed and delivered.
At the simplest level, lists of orders that satisfy user-defined criteria can be produced that have overdue actions.
Crosstabs can also be defined that allow users to look at interactions of different variables (eg Time Overdue by Type of Action)
Charts can provide a visual representation of results (eg Average Days Overdue by Type of Action)
Topic Definition
Fields
The topic contains the following fields for inclusion in user defined reports
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COLUMN NAME |
DESCRIPTION |
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Action due date |
When the was supposed to occur |
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Action from |
Whether the action was required from the CSP or the LSP |
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Action Group |
The work or Resource group responsible for completing the action |
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Action Outstanding |
The overdue action |
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Action User |
If specified, the user responsible for carrying out the action |
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Matter Claim_Number |
The Claim Number of the Claim that the Matter was raised for |
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Matter Client |
Identifies whether the Matter is being managed under the NI or the TMF scheme |
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Matter CSP |
The Claim Service Provider responsible for managing the Matter |
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Matter_ID |
The LPG Matter Id |
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Matter Manager |
The CSP user responsible for managing the Matter |
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Matter Name |
The name/description of the Matter |
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Matter SLM Category |
The SLM Category recorded on the Matter |
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Matter_Status |
The current status of the Matter |
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Order Area_Of_Law |
The Area of Law specified on the Order |
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Order Context |
Whether the Order in an Engagement order or a Deliverable order |
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Order End_Date |
The date that the order was scheduled to be completed |
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Order Id |
The Order Id for the Order with outstanding action |
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Order LSP |
The Legal Service Provider engaged to work on the Matter |
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Order Panel_Type |
The Panel type specified on the Order |
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Order Referral_Date |
The date that the order was accepted by the LSP |
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Order_Status |
The current status of the Engagement |
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Order Type |
The work type of the order with outstanding action |
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Action Days Outstanding |
The number of days that the action is overdue |
Filters
The Overdue Actions topic contains all orders in the LPG that have outstanding actions but only allows access to Outstanding Action details that the user has permissions to view through the LPG.
When using the topic to create an Ad Hoc view, users have the ability to restrict the data that will be retrieved via the following input controls (filters):
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INPUT CONTROL |
DESCRIPTION |
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Date Option |
Enable user to determine whether they wish to specify:
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Date From |
Users will specify a Start date for the Date Option they selected. Please select from the calendar icon to ensure date format is correct. |
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Date To |
Users will specify an End date for the Date Option they selected. Please select from the calendar icon to ensure date format is correct. |
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Client |
Select one or more of the listed Clients – all Engagements issued by the selected Clients will be included. |
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Panel Type |
Select one or more of the listed Panel Types – all Engagements issued for the selected Panel Types will be included. |
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Area of Law |
Select one or more of the listed Areas of Law – all Engagements issued for the selected Areas of Law will be included. |
Note:
- Where selection lists are presented to filter by, if no selections are made, the system will assume all available choices are required.
- If multiple input criteria are selected, only Engagements satisfying all selections will be listed
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