The module provides a framework for managing outside business activities (OBA). This guide covers the module functionalities available to all users, for declaring, updating and closing OBA.
Declaring a new OBA
STEP 1
To declare a new OBA, click on the New request button in the top right-hand corner of the dashboard. (You may also navigate to the Outside business activities module, under Outside business activities⇾My activities in the menu).
Figure 1: New request button in the dashboard
STEP 2
After having read the question, click on Cancel or Confirm.
Figure 2: Confirmation window for new OBA declaration
STEP 3
Fill in the approval request form and click on the Submit button.
Figure 3: OBA declaration form
Once the declaration has been submitted, the activity will appear in the list under Outside business activities⇾My activities from the menu. You will be notified by e-mail when approval has been granted. The status of the activity will remain Ongoing until the activity is closed.
Figure 4: My outside business activities
Updating a previously declared OBA
A previously declared and approved OBA to which a change is made must be updated for approval.
STEP 1
To update an OBA, navigate to My activities, under Outside business activities⇾My activities from the menu, select the activity, click on the options button at the end of the line, then select Update.
Figure 5: Option to update a previously declared and approved OBA
STEP 2
The update form shows the information submitted at the time of initial declaration, so you may update it. Click on the Submit button once the information has been updated. You will be notified by email once approval has been made.
Figure 6: Form for updating a previously declared and approved OBA
Closing an OBA
An external activity that has ended must be closed.
STEP 1
To close an OBA, navigate to My outside activities, under Outside business activities⇾My activities from the menu, select the OBA, click on the options button at the end of the line, then select Close.
Figure 7: Option to close an existing OBA
STEP 2
After having read the question, click on Back or Confirm.
Figure 8: Confirmation window for closing an OBA
STEP 3
Complete the OBA closure form, then click Submit to finish. The status of the OBA is now Closed.
Figure 9: OBA closure form
Figure 10: Status of a closed OBA
NOTES
Please note that this document is a brief guide and that short guides also exist for configuring control parameters. The AlphaCCO support team will be happy to help if you require further assistance. Please do not hesitate to contact us at support@alphacco.com