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