Tasks to be completed when documenting an operation (from creation to publication)

  1. Enter the Title of the operation / page

  2. Add the following Labels : 

  3. Fill in all fields as described above

  4. Once the procedure is completed, ensure it is published by using the SBS-Finance approval workflow

Domain: Central Finance Processes & Compliance

Responsibility area: Corporate Insurance

Table of contents 

By default the table of contents displays Heading 1 & Heading 2 (other levels can be added)

 

Scope

3. Remove the icon when not applicable

 

ERP

4. Remove the icon(s) when not applicable

 

Frequency

5. Remove the icon(s) when not applicable

 

 

References

6. Add the link to SAP transaction(s) (when it exists)

 

Forms

7. Insert the links accordingly and change the link text with the OP name

 

Attachments

8. Add the link to attachments or external links



Previous OP << >> Next OP

 

 

1. Objective and Scope

1.1 Objective of this Operation

WHY - Describe the objective of the operation

1.2 Scope

Detail the scope (legal entities, etc.)

2. Definitions

Definitions should be added in the Finance Glossary 

 

3. Tasks description

3.1. I adjust the accrual objects with the information in the Corporate Insurance Policies Invoices, if needed

3.2. I clear the Corporate Insurance accrual accounts

WHAT and HOW - Main content of the operation

The content should be mainly organized in 2 levels of Headings to ensure a proper link with the Table of Contents.

 Select the level of heading in the "Paragraph" option.