Appeals BOE AdHoc/DBAM Report System

BOE is an IRS enterprise web application. Appeals BOE is a web-based platform independent of ACDS. It is used to research ACDS databases and generate reports. A BOE WEBI interface provides business users with flexible, intuitive database query reporting tools and interactive analytics.

Appeals BOE users access is managed through BEARS.

Appeals BOE currently has two active sub-applications: AdHoc and Diagnostics & Balanced Appeals Measures (D&BAM). With Appeals BOE and Business Intelligence (BI), technical analysts and managers from the various functions in Appeals can create their own D&BAM/Ad-Hoc reports.

Appeals BOE AdHoc is used primarily by Appeals managers and analysts to research ACDS data and generate customized reports.

Appeals BOE D&BAM WEBI documents are pre-defined and formatted reports used by Appeals managers and analysts to research ACDS data via standardized reports. The D&BAM WEBI reports provide summary statistical data for Appeals business results and process measures. Each report is designed to meet a particular reporting need and may be generated based upon the segmentation selected by the user. Reports may be generated for the current and prior fiscal years. The reports available from D&BAM include:

Appeals Monthly Report: summarizes and compares current fiscal year month to prior fiscal year month, and current fiscal year plan business results for Outcome Measure, Resolutions, Receipts, Inventory (Part 1 & 2), Non-Docketed Closed Cycle time, Select Non-Docketed Process Measures, Inventory Aging, Average Hours per Resolution, and Direct Case Time Percentage by selected office.

Direct Time by Program: reports Direct Hours stratified by AO GRADE, Category, Sub-Category, PBC, and Part (docket status), by Appeals, Region, Area, or Group (Team).

Direct Time Detailed: reports Direct Hours stratified by AO GRADE, Category, Sub-Category, PBC, and Part (docket status), by Region, Area, or Appeals.

Team Member Direct Time: report list of all cases and shows summary statistics within team cases displaying the Direct Time for Month, Direct Time of Fiscal Year, Direct Time for Prior Fiscal Year, and Total Time on the case, by Appeals, Team Leader Region, Team Leader Area, or Team Leader Group (Team).

PROMS Definition: provides the Appeals organizations diagnostic process measures definitions used in Process Measures (PROMS) reports.

Process Measures: report provides Appeals summary statistical diagnostic results of Appeals defined process measures including number of units in each process measure, average days in each process measure, and hours applied for specified process measures.

Appeals BOE month end processing is generally performed on the third business day of each month. D&BAM reports are available immediately after month end processing completes.

Below are the Appeals BOE user permissions as defined by the BEARS application process.

Level

Target Users

Description

BOE DEV USER APPEALS (Appeals BOE)

Power Users

Project Developers for reports and universes. Ability to access the development environment to create templates and reports.

BOE TEST USER APPEALS (Appeals BOE)

Testers

Access to the test environment to test new reports/universes/enhancements/fixes before deployed to production.

BOE PROD USER APPEALS (Appeals BOE)

General Users

Have limited access to report generation, limited creation tools, limited editing. Have access to all data in BOE universe.

BOE PROD POWER USER APPEALS (Appeals BOE)

Power Users

Approved to create reports in WEBI. Have access to report creation tools and all data in BOE universe. Access also covers users who create Audit Trail Reports.

BOE PROD PROJECT ADMIN APPEALS (Appeals BOE)

Information Technology

Project Administrator for reports. This is an elevated access for users who maintain system functionality and liaison between Appeals and IT. This is generally an IT resource.