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This activity allows the user to maintain the review details of the opportunity and details of the participants. The system allows the user to update the status. The status can be freeze review, freeze status or open.
The information regarding the review date, review id, opportunity id, review status, opportunity status, customer code, name, reviewed by whom and on which date can be recorded and maintained in this activity.
Select the “Maintain Review” link under the “Lead Management” business component.
The “Maintain Review” page appears.
The system displays the following:
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Review Status |
The status of the review |
Enter the following details:
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Review Id. |
The code identifying the review id (Alphanumeric, 18) Mandatory. |
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Press <Enter> key. |
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The system ensures that this field is not left blank and checks for the validity of the entered code, else, the system throws an error message. |
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Numbering Type |
Use the drop-down list box to select the active numbering type. Mandatory. The system retrieves and displays the values as defined in the “Numbering Class” business component. |
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Review Date |
The date on which the review takes place (Date Format) Mandatory. |
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Opportunity ID |
The code identifying the opportunity id (Alphanumeric, 18) Mandatory. |
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Press <Enter> key. |
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The system ensures that this field is not left blank and checks for the validity of the entered code and retrieves the details for the opportunity, else, the system throws an error message. |
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The system displays the following details:
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Opportunity Desc. |
The textual description pertaining to the opportunity. |
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Opportunity Status |
The status of the opportunity. |
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Amendment No. |
The code identifying the amendment. |
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Customer Code |
The code identifying the customer. |
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Customer Name |
The name identifying the customer. |
Enter the following details:
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Review Type |
Use the drop-down list box to select the type of the review Mandatory. The system populates the list box with the values that are defined under the category type LM_review type of the “Category Master” business component. |
The system displays the following details:
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Last Review Date |
The date on which the last review took place. |
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Last Review Id. |
The code identifying the last review id. |
Enter the following details:
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Lead Reviewer |
The code identifying the lead reviewer (Alphanumeric, 18) Mandatory |
The system displays the following details:
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Name |
The name of the lead reviewer. |
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Success Probability |
The probability of success of the project .The system displays the values as defined under the category LM_Probability in the “Category Master” business component. |
Enter the following details in the “Review Participants” multiline:
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Reviewer Type |
Use the drop-down list box to select the type of the reviewer. The system populates the list box with the values that are defined under the category type LM_review type of the “Category Master” business component. |
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Reviewer |
The code identifying the reviewer (Alphanumeric, 18). |
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Press <Enter> key. |
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The system ensures that this field is not left blank and checks for the validity of the entered code, else, the system throws an error message. |
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Help facility available. |
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Name |
The name identifying the reviewer (Alphanumeric, 18). |
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Designation |
The designation of the reviewer (Alphanumeric, 25). |
Enter the following details in the “ Review Details” multiline:
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Line No. |
The code identifying the line number (Alphanumeric, 18). |
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Review Points |
The textual description relating to the points of the review (Alphanumeric, 40). |
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Assessment Factor |
Use the drop-down list box to select the assessment factor. The system populates the list box with the values that are defined under the category type LM_assessment factor of the “Category Master” business component. |
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Review By |
The code identifying the reviewer (Alphanumeric, 18). |
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Reviewer Name |
The name identifying the reviewer (Alphanumeric, 18). |
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Action Plan |
The textual description of the action plan (Alphanumeric, 40). |
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By Whom |
The code identifying the person who will execute the planned action (Alphanumeric, 18). |
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Date |
The date by which planned action will be executed (Date Format). |
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Status |
The status of the review. |
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Comments |
Comments, if any (Alphanumeric, 1000). |
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Closed By |
The name of the reviewer who closed the review. |
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Closed Date |
The date on which the review was closed. |
Click the “Save” pushbutton to save the review details.
The system checks whether the review dates, review id and opportunity id are blank, if it is blank the system throws an error message.
The system ensures that the review date is not greater than the system date. The system check for the employee code entered at lead reviewer field is valid. If it is not valid, then the system throws an error message.
Click the “Freeze Review” pushbutton to freeze the review details.
The system ensures that atleast one row information is entered in the review participants multiline. The system checks for the validity of the entered review id, opportunity id and the employee code entered at the lead reviewer field are valid.
Click the “Freeze Status” pushbutton to freeze the status of the review at the line level.
To proceed, carry out the following:
Select the “Attach Notes” link at the bottom of the page to specify notes.
Select the “View Review” link at the bottom of the page to view the review details.
The system displays the following details in the “Data History” group box:
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Created By |
The login id of the user who created the review. |
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Created Date |
The date on which it was created. |
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Last Modified By |
The login id of the user who last modified the review. |
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Last Modified Date |
The date on which it was last modified. |
