Exchange_TN_Pipeline_Management

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Exchange Pipeline Management TN


Session Flow •Managing the Status of TN forms • Edit Forms • Reviewing Forms •XMI Analyzer • Tools to identify the EP pipeline •Statistics and Reporting


Forms status Status

Duration

Incomplete

No time bound

Exchange Participant TN Manager

New

We removed: expired and system hold

New

Max 2 months

EP: Member edits her-his profile. TN: Account manager edit the form

Rejected after 2 months

Available

Max 12 months

Audit body (EB) approve and change status

Rejected after maximum duration, Match, On hold, Pending

Rejected

No time bound

LC, MC or AI

Manually change

On hold

Max 6 months (and not more then 1 year since is availabl e)

LC, MC or AI

Available or Rejected

Available or Matched

This Status will be changed automatically when an AP completed the survey specified on the exchange form belonging to the GEP management module. This status will be kept for 10 calendar days

Available, On hold, Rejected

Also we have the Assign Manual Match that allows for an LCP/MC from both the LCs to put the form on matching

None

Just AI can change the status base on the specific situation

Pending

Matched

Realized

10 days

no time bound

no time bound

Actors

EP Manager and TN Manager Show interest

EP Manager and TN Manager Show

Next possible status

Additional Comment


Managing the Status of TN Forms


Managing the Status of TN forms


Editing TN Forms


Review TN forms


XMIÂ Analyzer


Statistics and reporting • Make your own Report • Exchange Statistics • Exchange Performance Indicator


Make your Own Report


Make your Own Report


Exchange Statistics


Exchange Performance Indicator


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