Setup of Work Status Dimensions 
Use this function to set up work status dimensions for each application. Setting up the work status dimensions involves identifying 3 to 5 dimensions that define the variables in your business process. These dimensions are known as the work status dimensions.
Features
Dimension Setup Rules
Use the following rules to define the work status dimensions:
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Specify a minimum of 3 and a maximum of 5 dimensions from the application set.
The dimensions should be variables in your business process, such as entity, category, and time. These are dimensions whose members change based on who is submitting data. For example, the time dimension is a typically a work status dimension, since data is segregated based on time.
Dimensions such as account, data source, reporting currency, and so on, typically remain static, so those are considered non work status dimensions.
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An Account-type dimension cannot be defined as a work status dimension.
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The dimension that contains the Owner property must be defined as a work status dimension. For more information, see Owner Property Usage.
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Work state settings:
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Set to Yes for a work status dimension
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Set to Owner for the owner dimension
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Set to No for a non work status dimension
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Defining Member Validation (for the Microsoft version only)
Prior to users changing data, you must determine which account you want to use for validation of the data when the work status is changed. The validation account must be 0 at the intersection of the 3 to 5 application set members, and the members designated for the non work status dimensions. If the account is not 0, the owner/manager cannot set the work status.
In the Member Validation column, specify a valid member only for each non work status dimension.
Do not set a value in Member Validation for work status dimensions.
Example
Suppose that you set Entity, Category, and Time as the work status dimensions for a given application. You then set your other current view members to the following: Account: Validation, DataSrc: TotalAdj, Intco: All_Intco, and RptCurrency: LC. In addition to assigning work status dimensions, you also specify which dimension is the owner dimension. The Owner property determines who can edit a work status setting. The following table shows this setup, where Entity is the owner dimension. All the selected dimensions have only one hierarchy.
|
AppSet Dim Name |
Work State |
Member Validation |
Base Hierarchy |
|---|---|---|---|
|
Account |
No |
VALIDATION |
|
|
Category |
Yes |
1 |
|
|
DataSrc |
No |
TotalAdj |
|
|
Entity |
Owner |
1 |
|
|
Intco |
No |
All_InterCo |
|
|
RptCurrency |
No |
LC |
|
|
Time |
Yes |
1 |
A user attempts to post data to the current view shown in the following table. The system checks the validation account to make sure the intersection equals zero (0). If so, the data is posted, and a success message is displayed. The user can now set the work state to Submitted on that intersection. Subsequent submissions to that exact intersection are rejected. Users can only send data to the same intersection if the Entity, Category, or Time member changes.
|
Account |
<All> |
|
Category |
Actual |
|
DataSrc |
<All> |
|
Entity |
SalesNE |
|
Intco |
<All> |
|
RptCurrency |
<All> |
|
Time |
Feb.2007 |
Defining the Base Hierarchy (for the Microsoft version only)
In the Base Hierarchy column, specify a valid hierarchy number as an integer for each work status dimension. Do not specify a hierarchy in Base Hierarchy for non work status dimension.
Example
If you set Base Hierarchy to 2 for a dimension has 3 hierarchies, you cannot set work status for members included in hierarchy 1 and 3 in Interface for the Web. You can only set work status for members of hierarchy 2. You should input 1 for Base Hierarchy if the dimension has only one hierarchy but you can choose dimension hierarchy if dimension has multiple hierarchies. Use caution when you change work status settings in the Administration Console because work status information is removed when you change Work State or Base Hierarchy.
Activities
In the Admin Console, expand the Application node and an application, then choose Work Status Settings. Select Owner for the dimension that contains the owner property (see Owner Property Usage), select Yes for each dimension you want to define as a work status dimension, then select No for each non work status dimension.
For the Microsoft version only, select a member for each non work status dimension in the Member Validation column. (Use the browse button to open the Member Lookup.) In addition, specify an ID that represents the base hierarchy member for each work status dimension in the Base Hierarchy column.
See the example above.