Controls Monitor

Controls are run on a selected entity or group of entities. If you select a Group, you can run the controls for all the aggregated entities belonging to this Group. Controls are executed in the order in which they appear in the control set.

The Controls Monitor displays the Group/Entity structure based on the hierarchy created in the Ownership Manager (only Consolidation type models). For information on configuring an ownership-based hierarchy, see Ownership Manager.

The Controls Monitor is split into the following areas:

• At the top, the scope context area displays the dimensions selected as the Controls context.

  To modify the dimension members displayed in the scope context area, click the linked members to display the Member Selector dialog box.

• In the middle, a list of control sets organized by entity, displaying the control status and the number of blocking or warning controls

  In a Consolidation model, only the entities belonging to the Group selected in the scope context area are displayed. In a Finance model, if a node entity is selected in the scope context area, only the child entities of the node entity are displayed.

• At the bottom, a list displaying details on failed controls for the entity previously selected in the control set list.

  Each time you select a different entity in the control set list, the list of failed controls is refreshed.

An administrator has given you the View Controls access right.

The Work status settings and the controls have been configured, and controls are enabled for the model, in Planning and Consolidation Administration.

A value has been specified for the MONTHNUM property in the Time dimension.

Run controls

Run controls for the selected entity or group. Control results are displayed in the Controls Monitor page. You can run controls from the main Controls Monitor page, or from the controls results page for a selected entity.

Display details on failed controls

When you select an entity or the group on which you have run controls, a summary of failed controls is displayed in the Details on Failed Controls list in the Controls Monitor page.

Sort columns

You can sort the columns alphabetically in the list in the Controls Monitor page by clicking on the column header. A triangle appears, indicating the direction of the sort. Clicking the column header a second time changes the direction of the alphabetical sort.

Show descriptions

By default, only the entity code is displayed in the Controls list. You can display the entity descriptions by selecting the Show Description option.

Display controls results for one or more entities

You can display for an entity or for the group the control status of each control in the control set using the Controls Results option in the Controls Monitor page. In the Controls Results page, you can do the following:

• Expand a control with one or more breakdown dimensions.

  The status and data for each breakdown dimension member is displayed.

• Filter the list of controls displayed using the Show dropdown list.

  Available filters include: All, Passed, To be executed, Failed, Dismissed.

• Open a linked document to analyze the result in case of an error, and, for example, to perform manual adjustments in data entry schedules.

• Dismiss or reset blocking controls

  If you have the appropriate access right, from the Controls Results page, you can dismiss a blocking control when the control status is Failed, thereby changing its status to Dismissed. This gives you the ability to update the work status (allowing data to be validated in the workflow) even when a blocking control produces an error when executed.

  Example

  For instance, the definition of a blocking control specifies that the same amount for depreciation of buildings be entered in a specific Balance Sheet account/flow and in a specific P& L account. If the amount is not entered in the corresponding account in the balance sheet, because of your organization's accounting procedures, the blocking control returns a status of Failed after execution. You can then dismiss the blocking control so that the data can be validated in the workflow.

You can reset the status of the blocking control to Failed, if it is determined that the original control status should be kept. For more information on control types, see Create a Control; for more information on control status, see Control Set Status.

Refresh the controls page

You can refresh the list of controls by clicking Refresh. For example, if a data entry was just performed, you can refresh the page to take into account the updated status.

You can perform a refresh of the main Controls Monitor page, as well as of the controls results page for a selected entity or group of entities.

When you enable control for a model, you can decide whether the context of the control monitor should be derived from the work status or set manually.

You can also set the context of the control monitor on the parent node level.

• To run controls for the selected entity or entities, see Execute a Control Set.

• To display detailed control results

  1. In Consolidation  Controls Monitor, select on which execution level you want to display control results. Options are loaded data, translated data, and consolidated data.

  2. Select the entity or group for which you want to display detailed information and click Open Controls Results in the toolbar.

     • If you select on the group level, the page displays results for all entities under this group.

     • If you select on the entity level, the page displays the result for this entity under all groups.

• To dismiss or reset blocking controls

  1. In Consolidation  Controls, select the entity for which you want to display control results.

  2. Click Open Controls Results in the toolbar.

  3. In the Controls Results page, select the Blocking type control whose status is Failed, and click Dismiss Block in the toolbar.

     The status of the blocking type control is now Dismissed.

  4. To reset the control status to Failed, select the control and click Reset Block in the toolbar.