決裁文書レポート管理

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Available in Classic and VPC

In the Manage Approval Document Report menu, you can configure the report page on which you can view and analyze data in approval documents, as well as grant task manager permissions.

The Manage Approval Document Report page is laid out as follows.

Area	Description
① Search window	Search approval document reports by the form name, report name, and creator conditions
② Add Report	Add reports of approval documents
③ Approval document list	View created approval document reports in a list, and then click the report name to view the details of each report Click to delete reports

The following describes how to add an approval document report of a form.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Manage Approval] button.
2. Click the Manage Approval Document Report menu.
3. Click the [Add Report] button.
4. Select the category of the form whose report you want to create, as well as the form. You can click the [Preview] button to preview the form.
5. Enter the report name.
6. Click the [Add Viewing Permission] button to set the viewing permissions for the report.
   • Grant to department: The Approval Home > View Approval Document Report menu is displayed for all members in the department, and they can view approval document reports for which they have permissions. (Includes members of subdepartments of the selected department and members who have the department as their concurrent department)
   • Grant to employee: The Approval Home > View Approval Document Report menu is displayed for the employee, and they can view approval document reports for which they have permissions.
   • When granting permissions to more than one department or employee, click the [Add Viewing Permission] button to add them.
   • When using WORKPLACE as a corporate group, you can add employees or departments from the entire corporate group.
7. Click [Report Editor] to edit the report page of the approval document.
   • For more details on how to edit, see Report Editor.
8. Click the [Save] button.
   • If you edit and save the form, then the last edit date and time and editor name are displayed.
   • The approval document report is created, and can be searched from the list.

Report Editor

You can edit the report page where you can view the data entered to items that make up the form, and then analyze the results.

The Edit Approval Document Report page is laid out as follows.

Area	Description
① Item Selection area	Search items and display items that can be added to the Displayed Page area Search Item: These are the items added to the Search area of the approval document report. Here, the search conditions entered by the user are displayed Display Item (Basic Table): These are the items added to the Basic Table area of the approval document report. Here, the search result to be viewed by the user are displayed Display Item (Detailed Table): These are the items added when detailed tables are set to be displayed from the Basic Table item. Here, the search results that include multiple input values such as tables and formula tables are displayed (See Approval Document Report Management Detailed Table)
② Displayed Page area	This area configures the Manage Approval Document Report page to be displayed to the user by adding items with the drag and drop method. The search result items are divided into the default table and detailed table. Most items are provided in the basic table. If multiple values are included in one item, then it can be additionally displayed in the detailed table Search area - All items: (Left area) It refers to all items that can be used as search items for the form. These differ, depending on the component settings by form - Default items: Document number/title/creator/date created are the default search items and common items provided in all forms Basic Table area - It is an area to search the item values entered through the document. The position of items can be changed through by dragging and dropping - The items consisting of table, formula table, and image attachment components that are difficult to be provided in a list form are excluded - The items in which multiple values can be registered are placed in the detailed table so that detailed values can be checked in View Work Document - Document number/title/creator/date created are the default items that can be added to all forms Detailed Table area - It is an area where you can search for items in which more then one value can be entered in one item or items that contain multiple input values such as tables and formula tables - For display in detailed tables, select Display in Detailed Settings > Detailed Table - For components that can be displayed in the detailed table and displayed values, see Approval Document Report Management Detailed Table You can drag and drop to move added items within the form space. You can click to delete them
③ Detailed Settings area	It is an area to enter the settings for added items Basic Settings: You can enter the item name Column Settings: You can set the width and alignment of items, background color, font, and text alignment Detailed Settings: You can enter detailed settings for the selected item
④ Save Temporarily	Temporarily save the edited report page
⑤ Save Report	Save the edited report page

The following describes how to configure the approval document report page.

1. Click items in the Item Selection area, add them to the appropriate section of the Displayed Page area by dragging and dropping, and enter the detailed settings.
   • The type of each item (component) displayed in the edit page differs by the configuration of the selected form.
2. Click the [Save] button.
   • To save the current content temporarily, click the [Save Temporarily] button. The temporarily saved forms can be checked and loaded from the Save Temporarily list at the top right.
     • To preview the created View Document page, click the [Preview] button.

Approval Document Report Detailed Table

The values displayed on the detailed table when configuring the Approval Document Report page are as follows.

Item Name (Component Name)	Values Displayed on Detailed Table
Multi-text	Input value
Multi-select box	Selected value
Table	Input value
Formula table	Input value
Checkbox	Selected value
File attachment	Name of attached file
Search Employees	Selected value
Related document	Selected value
Select Department	Selected value