Tool support work of users who are responsible for offboarding process in company. Report allows to easily find persons in company who are no longer employed based on Action type from PA30 (infotype 0000) such like retirement or leaving. It is possible to schedule executing report as a background job.
There are several options which user can do with persons selected by report:
Unassign released activities (checkbox) - after check it, all activities which have been released and assigned to a particular employee will be unassigned. In the FSM this result in that activities will be relocated from planning and dispatching board to the list of to-be-planned activities in the planning board. The released status of that activities will be cancelled.
Radio buttons:
Send inact. to FSM on comLevel - deactivate users only in selected company where users are assigned
Send inact. to FSM on accLevel - deactivate users from all assigned companies within account
Send user deletion (checkbox) - selected persons will be send as deleted to FSM. After choose this option will appear another radio buttons:
Send soft deletion - persons will not be visible in FSM but data still exists in database
Send hard deletion - persons will be deleted permanently from FSM
Test run (checkbox) - running report with that option, the changes will not be send to FSM. After execute report in this mode will display list of users who have no longer active selected Action type. In this view is added button:
Check activities assigned to user - after select record and click on that button, the program will pop up window with all assigned activities (no matter what status activities have)
To make tool more complex it is possibility to unassigned activities which have been created in FSM and only assigned to technician (not released). To activate this option it is necessary to switch on Unassigned activities for inactive users in FSM (Business Rule examples) for selected company in FSM. Please pay attention that rule can work only for radio buttons with user inactivation in offboarding report.