Configure an Advisor

Objective

After completing this lesson, you will be able to configure an Advisor in SAP Fieldglass.

Advisor

Advisor reports are displayed while viewing and approving transactional items and provide key information to guide a user to make informed decisions or take action.It is an extension of the Analytics module, where reports are created and run, and it can be included in multiple viewpoints for Buyer Users to see messages, instructions, reports, and charts.

Advisor functionality can be used to help make decisions across a variety of areas within SAP Fieldglass.

A worker record showing an advisor button in the heading section. The button is selected and a popup message is displayed providing details about the advisor.
1For example, Brian, the PMO manager for WorkingNet, is currently on an open worker record for Joe, a Network Engineer. Brian notices there’s a committed spend advisor.
2A popup notice informs Brian that Joe has worked for the organization for 129 days so far. Brian believes this might be over the allowed tenure for the region. This advisor has now brought to Brian's attention that he may need to investigate and ensure that the legal length of temporary employment for WorkingNet has not been breached.

Navigating the Advisor Admin Object

Configuration section of the Admin Menu, the Advisor selection is highlighted.
1To view a list of Advisor notices associated to the tenant, select Advisor from the Configuration section of the admin menu.

Advisor List Page

Advisor List page displaying all available advisors. Columns indicate the Advisors' Source, Name, Type, date Last Updated, and what module or activity the Advisor is Based On. The Source column, the Type column, the Based ON column, and the Expense Sheet Spend Exceeded link in the Name column highlighted.

From the Advisor List you can either edit and update an existing Advisor or click the New button to create a new Advisor.

2Source indicates whether the listed advisor is predefined by SAP Fieldglass or created by the buyer.
3Type indicates whether the advisor is displayed as text, a report, a chart, or as a linear gauge, which is a single-line chart.
4Based On allows the user to view and filter by the module which forms the basis of the advisor.
5To view the details of an Advisor, select an appropriate link in the Name column.

Advisor Details Page

Advisor Details page listing the Advisor Name, Description, Advisor Text, Module for the Advisor, when it is available, and any display conditions. The Advisor Text row, the Select the module row, and the Advisor Available On row. are highlighted.

The details page provides specific details around the advisor notice:

6Advisor Text provides the explanation of the advisor notice.
7Select the module on which the advisor should be based. indicates the module that is the basis of the advisor. In this example, the advisor will show data about Expense Sheets for workers.
8Advisor Available On enables limitation of documents on which the Advisor can display

Create an Advisor

Nelson, the HR Director at WorkingNet Networking, Inc., a global manufacturer of data networking equipment, would like to see a complete view of active workers for a given role, before approving a new work order for a position.

As the SAP Fieldglass administrator for WorkingNet, you decide to create an Advisor so that when Nelson views a Work Order he can review a headcount report before approving. You plan the following for the Advisor:

  • Identify the data you want to see in the Advisor view.
  • Determine if an existing report in the Analytics module meets requirements and if not, create a report.
  • Who should see each of the individual Advisors?
  • Identify useful data within the workflow.
  • Define Advisor details, making sure the report selected makes sense for the document selected and where it should display.
  • Keep it simple for maximum impact.
ExerciseStart Exercise

Summary

Advisor reports in SAP Fieldglass provide essential information to guide users in making informed decisions when viewing and approving transactions. These reports are an extension of the Analytics module, offering messages, instructions, reports, and charts. They assist users across various areas within SAP Fieldglass.

Key Points:

  • Advisor Display and Usage: Advisor reports appear during transactional item reviews, providing key information to aid decision-making and actionable insights.
  • Functionality Example: A worker record may display a committed spend advisor, highlighting issues like exceeded tenure limits.
  • Advisor Details: The list view shows the source, type (text, report, chart), and basis module of advisor reports.
  • Customizing Advisors: From the details page, you can customize the advisor text, select the relevant module, and limit the documents where the advisor displays.

Learning

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