This widget lists initiations (authorizations) that have been finalized/submitted (where an assignment record has been created, according to the Create Date of the Assignment record). It will show initiations for the current year, through the current date, grouped by quarter. It will also show initiations for the previous calendar year. Quarters are defined as Q1 = January through March, Q2 = April through June, Q3 = July through September, and Q4 = October through December. If there are no initiations for a given quarter, or if the quarter is in the future, the chart will reflect 0. Initiations that are created through the Authorization screen but not Final Submitted will not be reflected (as long as a record was not created for the cost estimate process). The YTD Inits by Quarter Widget will include counts for assignments irrespective of user/assignment rights.
Clicking the View Details link will generate a report in HTML that shows all initiations (per the user’s security rights) giving detailed information including System Number, Employee Last Name, Employee First Name, Policy, Initiation Date, Authorization Coordinator, and a link to the Assignment.
Clicking the link to the Assignment from within the detail report will open another window to the Assignment detail page for the particular assignment selected.
If the initiation is done through the Authorization screens, the Authorization Coordinator will reflect the Authorization Coordinator on record. If the initiation is done through the New Employee/New Assignment screens, the Authorization Coordinator will reflect the User who created the record.
The Policy reflected in the detail report is the one that is current on the Assignment detail screen, which may not necessarily be the same one the initiation/authorization was created with.
If there are no initiations for the current year and no initiations for the previous year, the widget will display a message stating, “There are no initiations at this time”.