Data Entry Screen

Use

Use the Data Entry screen to enter actual and target data for the measure set for the current period.

Prerequisites

To view the Data Entry screen, you are assigned to one of the workflow steps. The gray arrow in the Measure Sets table indicates that you are not assigned to the active step, but you can view it.

To enter data, you are assigned to the active Data Entry workflow step. The yellow arrow in the Measure Sets table indicates that you are assigned to the active step.

To see the Download to Excel link in the Data Entry table, you have permission to enter data using an Excel spreadsheet. Entry and Approval administrators activate this option by selecting Input Current Period Data via Excel in Set Entry and Approval Defaults. For information, see Entry and Approval Default Settings.

Features

You can do the following in the Data Entry screen:

• You enter actual data in the Actual column. If the actual measure is not part of the measure set, the Actual column does not have a field for data entry.

• You enter data in the Target column. The Target column is active only if the target measure is part of the measure set and the Entry and Approval administrator selected Input/Overwrite Current Period Target Data in Set Entry and Approval Defaults for this measure set. You enter data according to the following conditions:

  • If the Target column has a similar cell background as the Actual column, it means you can enter target data.

  • If the Target column has a gray background and is empty, it means that you do not have permission to enter target data.

  • If the Target column has a gray background with numbers, it means there is target data but you do not have permission to enter target data.

  • If the Target column is empty and does not show cells for data entry, it means that the target measure is not part of the measure set.

• You can enter data via an Excel spreadsheet using the Download to Excel link rather than using the table in the Data Entry screen.

• You can use the Historical Data link to see data from previous periods and the Approval Log link to see the progress of the measure set through the workflow process. When selected, the Display Previous Actual option displays the previous actual data values in the Data Entry table.

• Once the data entry is complete, you can submit the data by clicking Submit for Approval to move the data to the next step in the workflow process. If the measure set has only the Data Entry step, submitting the data completes the workflow process and the data is ready for the Entry and Approval administrator to load it into the Application Server model. If there are interim approval steps, the data is forwarded to a reviewer who can either accept or reject the data.

  As part of the submission, use the Add a note screen to capture comments for the Approval Log.

  Once a measure set is submitted for approval, it is no longer accessible for data entry and the Actual and Target cells are inactive.