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Report & Track CTA via SAP

Proposed Solution and Demo


Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Solution Features
Part of the Corporate Platform
Integrated with HR Organizational structure
Workflow Driven
Standardized process
Promotes Transparency and Accountability

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Authorization Concept Already in-Place

All Chief Position holders are authorized


Access to the report is based on Org level
assignment

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Solution Business Process Flow for


CTA Recommendation
Create Recom
Co Coord

Submit Recom
for Review
Co Coord

Assign Prop
P
Processor
Prop Coord

Review Recom and


Complete Work Item
C R
Co
Reviewer
i

Assign Prop Coord


Prop Approver

Assign Estimated
Completion Task date
Prop Processor

Submit Recom
for Approval
Co Coord

Approved Submittal
CO Approver

Update Task Status , Action Log


& Submit to Prop Approver
Prop Processor

End of Process

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Approve
Implementation
Prop Approver

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

CTA EH&S Solution Using Portal

EH&S tab is located


at the Portal header

Note: All workflow s related


to CTA will appear here
along with other items

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

CTA EH&S Solution Using Portal

Note: This screen will appear


with this title indicating that
You are under EH&S system

Under Recommendation Section


click on Create recommendation option
to create CTA

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Creating CTA Recommendations


Main screen sections
1- Command line

2- CTA recommendation Header section


To specify general information about
Issuer, Receiver, CTA description

3- CTA Findings section to enter the


findings. It has the options to specify the
causes and recommendation

4- CTA Recommendation section. This to


list down and update the recommendations
R l t d to
Related
t each
h finding
fi di specified
ifi d above
b
causes and recommendation

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Creating CTA Recommendations


Main screen sections- Command Line

Save option to verify the data and save it if it is OK


Print Report option to print the content of the CTA recommendation in xxx format
Attach Option to attach any type of supported document
BACK Option to xxxxxx
Partners Option to specify the partner that will be part of the review/approval
Process within the issuing department

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Creating CTA Recommendations


Main screen sections- Header data
1- Optional: Enter xxxxx
2- Mandatory: Enter the work area. In this case you enter 11 for Saudi Arabia.
You can use the drop down option to search for specific work areas
3- Mandatory: The organization code of department issuing this CTA . System
will default to organization code of the record creator
4- Mandatory:
y Enter the organization
g
code for the department
p
that will

Receive and implement this CTA

5 Mandatory: Make sure to enter EMS41010 and 0070 to classify this


Recommendation as CTA types
6 Optional: The system will default it to Major
7 Mandatory:
M d t
E
Enter
t th
the titl
title off CTA R
Recommendation
d ti
8 Mandatory: Enter summary of the CTA item

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Creating CTA Recommendations


Main screen sections- Add findings

1 Mandatory: Add Finding option is used to add finding record as shown


p
at anyy time you
y want to add new finding
g record
Above. Use this option
2 Mandatory: using the drop down option to classify the finding.
Use XXXX code for CTA
3 Mandatory:
y Use this icon to open
p a window to enter long
g text describing
g
the finding
4- Optional: Click here to open a other window similar to Finding window
to specify the causes.
5- M
5
Mandatory:
d t
Click
Cli k here
h
to
t open a other
th window
i d
similar
i il to
t Finding
Fi di window
i d
to specify the recommendations

Back to Process Flow

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

CTA workflow
kfl
under SAP

Issuing
g Department
p

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Issuing Org Approver


Manager- Workflow Screen
1- Command line for action
2- Instruction area on how to
Use this screen

5- User the scroll bar to go


5
And down the screen

3- CTA summary area

4- Findings and Recommendations


area

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Issuing Org Approver


Workflow Screen- Command line

6- Approving
5- Option
the CTA
to return
and defining
the
4- Display
CTA to and
the sender
view3-the
Option
approvers
to attach
2- Option
any supporting
to add your
1-document
Display
own remarks
and view any exiting remarks
Who will receive it ( Normally proponent manager)

8- use this option to validate any person you enter


9 Click on this option to continue. As a result of
this action, a workflow item containing this report
will be sent to the proponent manager inbox

7- The following screen will appear. Please note that


the system will default the proponent manager.
You can change the manager by entering either his badge number or
N t
Network
k id
id. Th
The system
t
will
ill acceptt either
ith one.

Back to Process Flow

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

CTA workflow
under SAP

Proponent Department
g
Manager

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Proponent Org Approver


Manager- Workflow Screen
1- Command line for action
2- the body of the CTA report as explained
before that contains instructions on what to do,
findings and recommendations informations

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Proponent Org Approver


Manager- Workflow Screen

2- the Proponent Manager use this option to


Assign Coordinator

1- You can use this option to list the approvers

4- use this option to validate any person being entered

5 Click on this option to continue. As a result of


this action, a workflow item containing this report
will be sent to the CTA coordinator inbox

3- The following screen will appear. The proponent manager will


specify the department CTA coordinator. User can enter either his
badge number or Network id. The system will accept either one.

Back to Process Flow

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

CTA workflow
under SAP

Proponent Department
Coordinator

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Proponent Org Approver


Coordinator- Workflow Screen

1- Coordinator will use this option to assign processor


to each recommendation in order to action it.

2- Coordinator will specify the processor against


each recommendation

Back to Process Flow


3- Click on this option to continue. As a result of
this action, a workflow item containing this report
Copyright
Aramco,
2005.
will be sent
toSaudi
the CTA
proocessor
inbox

CopyrightSaudi Aramco 2009. All rights reserved.

CTA workflow
under SAP

Proponent Department
Processor

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Proponent Org Approver


Processor - Workflow Screen
Note Processor will receive separate
Workflow item for each CTA recommendation in
order to enter the actions to be taken.

1-Optional:
p
Use this option
p
if this recommendation
to be reassigned to someone else

2- Mandatory - Use this option will open a window


p
y the actions to be taken
to specify

3- Mandatory - Use this option to enter the


E
Expected
t d Finish
Fi i h Date.
D t
Thi cannott be
This
b changed
h
d
whence entered

4- Mandatory- Use this option to submit the actions


to lProcess
S
Specified
ifi d to
t gett the
th Back
approval
ffrom th
the Flow

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

CTA workflow
under SAP

Proponent Department
pp
Approver

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Proponent Org Approver


Approver - Workflow Screen
Note the approver will receive separate
Workflow item containing the actions and their
status for each recommendation.
He has to either Approve or Reject

2-Mandatoyr: the approver (manager) either to


Approve or Reject. If he approves, this will be the
End of the process.

Back to Process Flow

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.

Thank You

Copyright Saudi Aramco, 2005.

CopyrightSaudi Aramco 2009. All rights reserved.