Entering content frameProcess documentation Report Generation Example: Standard Operating Procedure Locate the document in its SAP Library structure

Purpose

When you have created a report template, you can generate documents for the respective application object. You use the report information system to do this. You can send the resulting document using report shipping.

The following process uses the example of a standard operating procedure to explain how you generate a report.

Prerequisites

System Requirements

Data Entry

Before you can generate a standard operating procedure, you must enter the relevant work area data and agent data in the system. Which data this is depends on the layout of the template and the symbols used in it.

In general, you should enter at least the following data for the work area:

For the agents assigned to the work area, the data for the various sections of the standard operating procedure must have been entered in specification management. This generally includes:

Process Flow

Depending on whether the report template contains symbols that relate to agents, report generation is done either in one or two steps:

Template Refers to Agents

This means the template contains symbols that relate to an agent. The symbols can have the symbol category Symbol or Phrase.

Template Does Not Refer to Agents

This means the template does not contain symbols that relate to an agent. These symbols have the category Parameter.

If the Generate manual requests automatically indicator is set in the generation variant for the report, you generate the report directly from the report information system.

If the indicator is not set, you must first generate report bodies for the agents to which the template refers. To do this, proceed as follows:

  1. In exposure management run a search for the required agents.
  2. In the hit list, select the required agents and choose Specification ® Reports ® Create report.
  3. In the dialog box that appears enter the generation variant for the standard operating procedure, the language, and the key date.
  4. Choose This graphic is explained in the accompanying text.

All report bodies are then created on the generation server.

Now you can generate the final report. To do this, you must change to the report information system.

See also:

Generation of Work Area Documents

Generating a report body is not necessary. The final report can be generated immediately.

This is done in the report information system.

See also:

Generation of Work Area Documents

Result

You have created a document that is ready to be dispatched. You can send it to users of the SAP System, to customers (debtors), or to report recipients using Structure linkreport shipping. See also Address Management in Industrial Hygiene and Safety.

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