Entry and Approval Administration
Use
Entry and Approval administrators perform a basic set of tasks for each Application Server model to which they are assigned oversight. For information on the general flow of Entry and Approval administrator tasks, see Administration Process.
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.
Features
You can do the following in the Entry and Approval main window:
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If you have not assigned yourself to a measure set, you see only the All Measure Sets table.
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You can create and edit measure sets for the selected model, including which users have data entry privileges for each measure set, by choosing the model from the Database dropdown list and clicking Create Measure Sets.
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You can release a single measure set for data entry using the yellow Release Now arrow. For more information, see Maintaining Measure Sets.
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You can open a measure set for editing using the link from the measure set name in the Measure Set column.
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You enter historical information for the measure set by launching an Excel spreadsheet using the Historical Data button. For more information, see Historical Data Entry.
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You can enter target data for later time periods by launching an Excel spreadsheet using the Target Data button. For more information, see Future Target Data Entry.
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You can release all currently unreleased measure sets for data entry using the Release All button.
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You can load the Application Server model with the current data using the Load Model button.
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You can launch a window to define settings by choosing the model from the Database dropdown list and clicking Set Defaults. These settings include the available measures, workflow steps, current period and date range, and data entry permissions.
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You can reassign users and resetting measure sets.
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You can update existing definitions for a selected model, including available measures, workflow steps, and time period.
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You can monitor the overall data collection effort for the Application Server model for each period
The administrator can also open an Approval Log showing the full audit trail of the selected measure set, by clicking Approval Log. The log captures detailed user interactions, including time stamps for approval, rejection and uploading of measures. This is the same feature that users have.