Control Set Status

A control set has only one output - the control set status.

Possible control set status values are the following:

Not applicable

No control set has been defined for the selected Category and Time dimension members.
To be executed

Applies in the following cases:
- A control set has been defined for the selected Category and Time dimension members and has not yet been executed for the corresponding entity or group of entities.
- When data is updated through data entry and journal entries at the entity level, the control set status corresponding to the Category, Time, Entity dimension members (and any other work status driving dimension) is reset to To Be Executed.
- If you add additional dimensions to a work status, the control set status is reset to To Be Executed for the corresponding dimension members.
- If you modify the control set
- If you change the structure of the entity dimension
  
  Note
  
  When a control set status is reset to To Be Executed, calculated control data is not reset.
  
  Every time calculations are executed, controls that were dismissed remain dismissed if they fail, provided that the Reset dismissals option in Planning and Consolidation Administration is not enabled.
  
  If the controls are Passed after execution, or if there is no data, the control status is updated by the new calculation.
Passed: all controls (blocking and warning) have succeeded
Passed with dismissals: at least one blocking control was dismissed
Passed with warnings: at least one warning control has failed
Failed: at least one blocking control has failed

When a control set is executed, its status is a summary of the status of each of the controls available in the set (according to the level assigned to the control and the entity for which controls are executed).

A control set status is always attached to one of the following dimensions for controls performed in the loaded data (local currency), and for translated data or consolidated data on base entities:

Category
Time
Entity
Local Currency or Entity Currency, depending on the value of the property CTRL_CURRENCY_NOT_LC (Bypass LC in ctrls) in the Entity dimension

Control status results on node entities or groups

The control status of a parent member or group depends on the control status of the child entities.

If the control status:

of all child entities is Passed, the parent status is "Passed".
of one child entity is in error, then the parent status is "Failed".
at child level contains no errors but some warnings, then the parent status is "Passed with warnings".
at child level contains a dismissed blocking control, then the parent status is "Passed with dismissals".
of at least one child entity is "To be executed", then the parent status is either "To be executed" if no error is found in any entity, or "Failed" if an error is found.

Control status results by entity control level for blocking and warning type controls

If a control fails when executed, it generates an error if it is a blocking type control and its level is inferior or equal to the control level defined for the entity. Otherwise, the control generates a warning.

Example

Control Type	Control Name	Control Level	Entity Control Level 1	Entity Control Level 2	Entity Control Level 3	Entity Control Level 4
Blocking	Control A	Level 1	Error	Error	Error	Error
	Control B	Level 2		Error	Error	Error
	Control C	Level 3			Error	Error
	Control D	Level 4				Error
Warning	Control E	Level 1	Warning	Warning	Warning	Warning
	Control F	Level 2		Warning	Warning	Warning
	Control G	Level 3			Warning	Warning
	Control H	Level 4				Warning

As shown in the table abpe, Entity 1 is assigned level 1. Entity 2 is assigned Level 2. Entity 3 is assigned level 3. Entity 4 is assigned Level 4. Therefore, in this case:

Entity 1 will be checked against control A and E.
Entity 2 will be checked against control A, B, E and F.
Entity 3 will be check against control A, B, C, E, F and G.
Entity 4 will be check against all the controls listed in the table.

First assume that after executing each entity by the related Time and Category, the control status turns out as below:

Entity 1 failed after executing Control A.
Entity 2 failed after executing Control B.
Entity 4 failed after executing Control H.
The others passed.

Then add controls A to H to control set S and assign this control set S to a time and category. The result will be:

Group Level: Failed
Entity 1: Failed
Entity 2: Failed
Entity 3: Pass
Entity 4: Pass with Warnings

Analysis: The control set failed at the Group level because Entity 1, Entity 2, and Entity 4 all failed. The control set failed at Entity 1 because Control A is a blocking type and it shows an error. The control set failed at Entity 2 because Control B is a blocking type and it shows an error. The control set passed with a warning at Entity 4 because Control H is a warning type.