Reporting of Actual Data in Browser-Based PI Sheets

Use

You use this function to report actual data you have entered or calculated in the PI sheet. You can start data reporting as follows:

For the values of the entire PI sheet, by choosing Report data in the context menu
For the values of a process step, by executing a signature to complete the step
For the values of a process instruction by choosing Complete (process instruction) in the context menu
For the values of a table line by choosing Complete (table line) in the context menu

Prerequisites

Reporting Data

To be able to report values you have entered, you must have defined a message creation in which the input value is included as a characteristic in the process instruction.

Executing Signatures

A process instruction in which a signature has been specified as an input value has been defined in the PI sheet (see Definition of Signatures ).

The type of signature to be used in the PI sheet has been defined in Customizing for Control Recipe Destinations . You have the following options:

Signature without a password check

Digital signature

If several individual signature are to be executed, you also define the signature strategy in the control recipe destination or in the process instruction.

For more information about digital signatures and the required settings, see Approval Using Digital Signatures .

Features

When you report a value from the PI sheet, the system creates the corresponding process message and transfers it to process management. Process management then sends the message to its destinations for further processing.

Which values you can report depends on how you start the function. The system checks:

Whether a value has already been reported
Whether all required entries have been made
The system only creates complete process messages.

After you have reported the values, you can no longer change them in the PI sheet.

The table below tells you which functions you can use to start reporting data and which prerequisites must be met for the individual data reporting functions.

Function	Prerequisites and Processing
Report data	The system selects all data that can be reported for the entire PI sheet. It does not check whether the input values have been maintained in sequence. This means that you do not receive a system message if by mistake some values have not been entered between the first and the last value to be reported.
Signature in input field	When you complete a process step with a signature or a digital signature, the system reports all data since the last signature or digital signature. You cannot complete a process step unless all required entries have been made. The asterisk next to the text field shows you which entries are required.
Signature in table	The procedure for signing tables differs depending on whether the signatures are required or optional. If the signatures are required, the system selects all data to be reported for the corresponding table line. You can execute the signatures in any sequence. If the signatures are optional, you do not need to sign every table line. You can, for example, enter values in several table lines and then sign in the third line. The system automatically copies the signature you have executed to the preceding lines. It selects all data to be reported for the preceding lines that have not yet been completed.
Complete process instruction	You cannot complete a process instruction unless all required entries have been made. The asterisk next to the text field shows you which entries are required. The system then selects all data that must be reported for the process instruction.
Complete table line	You cannot complete a table line unless all required entries have been made. The system then selects all data that must be reported for the table line.

Note Note

Signature strategies that you use to complete a process step are carried out synchronously. This means that all individual signatures must be executed immediately one after another. It is only then that the system saves the signatures and reports the data.

End of the note.

Activities

If you use a digital signature to complete a process step in the PI sheet, initiate one of the following activities: