We would like to get the historical data on our 2015 performance appraisals, meaning we want to store the manager name of the person that actually approved/reviewed the appraisal. Right now the consolidated appraisal has whatever manager the person currently reports to when we generate it "on-the-fly". So, if they have transferred, the historical document shows the current manager. How can we either save the historical appraisals in a mass .pdf save (we have 4000 employees) OR get a copy of the table that holds the information on who originally submitted and approved the appraisal?
Not having much luck with Infor except to save the pdfs one-by-one...
Hi giesewendy,
I don't really understand exactly what you are trying to do, but the EmployeeAppraisal business class has fields called "DocumentOwnerEmp" (EmpID) and "DocumentOwnerEmpSnapshot" (EmpName). These should be the person who "owned" the entry on the document. For example, when I look back at my older appraisals, the "employee" doc types are stamped with my EmpID and Name, and the "manager" doc types are shows my (then) manager's EmpID and name (and my manager has changed twice since then). It sounds like whatever you are looking at is pulling the Supervisor incumbent record rather than the actual person who did it.
The other option is the AuditLog, but that is just painful to use for reporting. It shows the actual historical detail of every change that has happened with the record and who did it. I'd encourage you to stay away from that one, but I figured I'd better mention it.
If you haven't figured this out yet, reporting is a challenge in Landmark (which is Understatement of the Year!)
Good Luck!
Kelly
By the way - there isn't a way (that I know of) to generate and export all the PDFs in batch. The application re-generates them every time rather than storing the PDFs on the system. The data is all in the tables, so you could theoretically "build" them through a SQL query, but it is spread across several different tables, and much of the data is stored in CLOB fields which makes reporting ugly.
Sorry!
I think that Business Class area will work. I have added the employee number of the document owner to the view. Do you know how to add the employee name associated to that ID to the view. I am not seeing it right off the bat.