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Manager - Idiots Guide to Creating a Report Workflow

dshieldschk
over 10 years ago

Quest Gurus,

I need some help in setting up a report workflow for attestation. Basically, our current setup will simply run an attestation build for each of the apps we have added to Q1 but once the user approves or denies someone, nothing happens. We are currently NOT wanting to use the auto-provision functions because there are too many variables in some of those provisioning steps. Instead, I would simply like a report to be generated that shows who was approved and by whom that we can take to internal audit. Based off my limited understanding of workfows, I have already created an approval workflow but I have not created a report workflow. I think I have to build a report workflow and add it to the approval policy or procedure.

Is this correct? If so, how might I accomplish this? If someone has a link to a step by step, that would be awesome. Thanks!

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  • 0 over 10 years ago

    Thanks for the feedback Geraldine but I think that's the problem. There are not currently any reports created for this purpose. Basically, I want to make a report that says once user "X" has completed their attestation run for Application "Y", a report will be generated to show who they approved/denied. This report needs to basically show what actions each approver made on their respective approvees. Make sense? I looked at the Report generation tool in Manager and I see how to make a report but I am not sure which report form to run or if I can even make a report without doing something custom.

    I KNOW that the responses are stored in the Quest DB after attestation but I have no idea how to extract it from Quest.

    Update

    Okay, so I have added the approval step EX-Approvals to Be Made Externally and created an event called GENAPPROVERPT. Do I need to go into orchestration now and add a process to trigger from that event? I am not sure what function to use in the process orchestration to create a report like this... is there a prebuilt function or will I need to create some script to generate the report?

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  • 0 over 10 years ago

    Thanks for the feedback Geraldine but I think that's the problem. There are not currently any reports created for this purpose. Basically, I want to make a report that says once user "X" has completed their attestation run for Application "Y", a report will be generated to show who they approved/denied. This report needs to basically show what actions each approver made on their respective approvees. Make sense? I looked at the Report generation tool in Manager and I see how to make a report but I am not sure which report form to run or if I can even make a report without doing something custom.

    I KNOW that the responses are stored in the Quest DB after attestation but I have no idea how to extract it from Quest.

    Update

    Okay, so I have added the approval step EX-Approvals to Be Made Externally and created an event called GENAPPROVERPT. Do I need to go into orchestration now and add a process to trigger from that event? I am not sure what function to use in the process orchestration to create a report like this... is there a prebuilt function or will I need to create some script to generate the report?

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