Manager and Audit Queue Filters Changing without User Making the Change

Hello Everyone,

My company periodically gets managers reaching out to our help desk saying they cannot see expense reports that should be in their queue and it turns out that their filters had been changed. I don't believe the managers are the ones changing the settings on their filters. Is this a known glitch in the system, where queue filter settings get changed by the system and not the user? Just curious if this only happens to my company or if this is a known issue.

Thanks,

Tom Whitworth

Finance System Analyst

St. Luke's Health System

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Comments

jkorhonen

I'm not certain if our issue is filters changing without the users involvement or a lack of awareness when reports need attention but current filters have excluded the report (say outside of 90 days). We have been training users, but a warning when unresolved (unsubmitted, pending approval, etc.) ER's are being filtered out would be helpful?

jkorhonen

PS, for the less tech savvy users we have been opting to manually edit their filters from the admin panel.

unknown

At Windstream, my experience has been that managers change their filters by hardcoding an ER# or date and then forget and call our HD saying they are missing something the next time they have something to approve. We have done two things to hopefully help with this. One, we changed our default filter setting from 90 days to 6 months using the Application Parameter - connect.inbox.docFiltering.dateRange. The default is "90D", so we changed it to "6M" making it less likely the manager will play with the filter. Two, I submitted enhance request 97028, asking Infor to do more to highlight the fact the filter has been changed to draw user's eyes to it. The status is "In Progress" and promised something to be done early this year. Nothing has happened as you know.

Lynn Jacobs

I am so glad someone has brought this up. It seems like this has really become an issue in the last few months whereas before it was not really an issue. I think something changed in one of the updates to reset the filters that perhaps had been set for a long time. Just my thinking no proof of that. I have been really beating the drums on this issue because I believe the reports should show up no matter how old until they are resolved. That should be the criteria not the date so much. If it is not approved or rejected it needs to show up every time the manager opens their que.

unknown

Per my post, you can set the date range however you want. It allows "XY" where X is the number of years you want displayed. The only thing I cannot remember is if we had to get support to purge the table of all the user "saved" filters for all users to get a new default filter. I would recommend you test this in your test environment.

Darryl Howard

We got mixed results with the dateRange app parameter. Lynn's suggestion is a good one; when initially loading XM, display ALL reports that are not in an Approved or Rejected state. If the user changes the filter to hide the incomplete reports, it should be effective for that session only. The next time XM is launched, the incomplete reports should again show in their queue.

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