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Last Post 08/15/2013 11:57 AM by  thummel1
Smart Note name change
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BarbaraS
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08/14/2012 1:14 PM
    Hi, I'm brand new to Smart Notes and hoping I can get some direction. I have a request from payroll to be notified when an employee's name changes. If I set up a smart note with the 'has new items' condition it does include the name changes, but also includes all new employees which they do not want. How can I show only name changes of existing employees without all of the new hires? And assuming there is a way to do that - can I show the old name in addition to the new name?

    Thank you!

    Barbara
    Greg Moeller
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    08/14/2012 1:32 PM
    Barbara:

    If you have ESS, and the employee completes a Life Event of Divorce or Marriage, they likely have changed their name.

    We have ours looking at
    ("FAMSTSHIST"."FAMILY_STATUS"='DIVORCE' OR
    "FAMSTSHIST"."FAMILY_STATUS"='MARRIAGE')

    Along with some filters on job codes that are likely different for you...

    Hope this helps,
    -Greg
    John Henley
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    08/14/2012 1:44 PM
    See this post, which is looking for something similar (changes to dependent names, ssns, etc.)
    https://www.lawsonguru.com/forums/h...-a-report/
    Thanks for using the LawsonGuru.com forums!
    John
    Greg Moeller
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    08/14/2012 2:06 PM
    I just found a better example. Notice: Please adjust where necessary.
    SELECT E.EMPLOYEE,
    E.LAST_NAME,
    E.FIRST_NAME,
    H.USER_ID,
    H.FLD_NBR,
    H.DATE_STAMP,
    P.MAIDEN_LST_NM,
    P.FORMER_LST_NM,
    P.locat_code,
    PC.R_TYPE,
    PC.DESCRIPTION DESCRIPTION_C,
    PA.DESCRIPTION DESCRIPTION_A,
    PE.POS_LEVEL,
    PA.END_DATE,
    F.date_stamp,
    F.FAMILY_STATUS
    FROM HRHISTORY H,
    EMPLOYEE E,
    PAEMPLOYEE P,
    PAEMPPOS PE,
    EMPCODES EM,
    PCODES PC,
    PAPOSITION PA,
    FAMSTSHIST F
    WHERE ((H.COMPANY=E.COMPANY)
    AND (H.EMPLOYEE=E.EMPLOYEE))
    AND ((E.COMPANY=P.COMPANY)
    AND (E.EMPLOYEE=PE.EMPLOYEE))
    AND (((E.POSITION=PE.POSITION)
    AND (E.COMPANY=PE.COMPANY))
    AND (E.EMPLOYEE=PE.EMPLOYEE))
    AND ((P.COMPANY=E.COMPANY)
    AND (P.EMPLOYEE=E.EMPLOYEE))
    AND ((PC.R_TYPE=EM.R_TYPE)
    AND (PC.CODE=EM.CODE))
    AND EM.EMPLOYEE = E.EMPLOYEE
    AND ((((PE.COMPANY=PA.COMPANY)
    AND (PE.POSITION=PA.POSITION))
    AND (PE.PROCESS_LEVEL=PA.PROCESS_LEVEL))
    AND (PE.DEPARTMENT=PA.DEPARTMENT))
    AND ((E.company= f.company)
    AND (E.EMPLOYEE=F.EMPLOYEE))
    AND H.FLD_NBR=2
    AND (F.FAMILY_STATUS = 'MARRIAGE' OR
    F.FAMILY_STATUS = 'LEGAL SEP' OR
    F.FAMILY_STATUS = 'DIVORCE')
    AND PE.POS_LEVEL=1
    AND PC.R_TYPE='CP'
    AND (H.DATE_STAMP BETWEEN TRUNC(SYSDATE)-9 AND TRUNC(SYSDATE))
    AND (PA.END_DATE=TO_DATE ('01-01-1700 00:00:00', 'DD-MM-YYYY HH24:MI:SS'))
    AND (PE.END_DATE=TO_DATE ('01-01-1700 00:00:00', 'DD-MM-YYYY HH24:MI:SS'))
    AND EM.date_returned=TO_DATE ('01-01-1700 00:00:00', 'DD-MM-YYYY HH24:MI:SS')
    ORDER BY F.date_stamp, E.EMPLOYEE, user_id, description_c
    BarbaraS
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    08/14/2012 2:25 PM
    Thank you both for your responses. We're not using ESS so I'm just looking for name changes made using a personnel action regardless of the reason.

    John - I did see that post, but I don't know how to construct the notification to include changes only, without showing new employees.
    BarbaraS
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    08/14/2012 4:02 PM
    I got it working using 1 condition for new keys, 1 condition for new items, 1 condition to compare the first two (new items that are not also in new keys) and a 4th condition to show the prior name. Displaying only the 3rd and 4th tables. Thanks again for your responses.


    Barbara
    Vishnu Priya
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    09/10/2012 5:34 AM
    Hi Barbara, I am new to Smart Notes. Could you please tell me what condition did you include to Show the prior name ? I have a task in which I would need to use the old values. Please suggest
    BarbaraS
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    09/10/2012 9:43 AM
    Hi Vishnu
    The condition I used to show the prior name is: 'Data from Employee Name' (the Multi-Fact) 'has delete items'.
    Vishnu Priya
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    09/11/2012 8:12 AM
    Thanks Barbara for the response. I will try with that. But I have an issue in the preview of the notification. For the condition (has new items) when I make some changes to the infoset it doesn't show that change alone. It shows all the data in the infoset and hence for the condition (has deleted items) it doesn't show up any value.

    Can anyone please tell me what could be the issue in preview that all the values are being displayed. I have unchecked the box show all values on the table even the condition is not met also.
    BarbaraS
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    09/11/2012 9:56 AM
    I am new to Smart Notes too so I don't know how much advice I can give you. But I have also found that clicking on the preview button shows all values. Clicking on the notification itself will show the data based on the conditions you have set up. You do need to Update the InfoSet after you make changes to the data before the changes will be reflected in your notification. Hope this helps.

    Barbara
    thummel1
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    08/15/2013 10:24 AM
    Barbara, I too need to create a name change report via a Smart Note. Since this post is old, I am hoping this process is more familiar to you now. Would it be possible for you to provide some screen shots within your smart notification? I'm very visual and that would be very helpful. not sure if you can post screen shots here, so if not I'll provide my email address: thummel1@fairview.org.

    I will also give a crack at your instructions, hopefully will yield some results. I need to look for any first or last name changes. I was really hoping I could have just created an LBI report and focused on the PERSACTHST table, but first name changes can be done by ESS. Since there are two sources fo rname changes, we thought Smart Notes would be the best approach.
    BarbaraS
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    08/15/2013 11:42 AM
    I'm attaching a document with screen shots and explanations. I hope this helps. I find Smart Notifications very frustrating! This does generate the notification whether the first, last or both names change.

    Barbara
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    thummel1
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    08/15/2013 11:57 AM
    Barbara, this is so great! We've struggled with this name change issues for months! Thank you so much for sharing!
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