Administration Process
Use
Entry and Approval administrators perform a basic set of tasks for each Application Server model to which they are assigned oversight. The process below identifies the general flow of Entry and Approval administrator tasks.
Prerequisites
You are an Entry and Approval administrator assigned to an Application Server model.
The strategy management administrator has completed the initial setup of the Application Server model.
In some environments, the Entry and Approval administrator may also have strategy management administrator privileges, including the ability to define model and user access.
Process
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Set Entry and Approval defaults for the current cycle of data entry.
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Create measure sets and assign users to workflow steps.
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Optional: Enter historical data and future target data for each measure set.
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Release measure sets into the workflow process.
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Optional: Reassign workflow steps, as needed.
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Monitor the workflow process, and when measure sets are complete, load the data into the Application Server model.
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Change the current period and otherwise update the Entry and Approval default settings for the next cycle of data entry.