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Process documentationAdministration Process Locate this document in the navigation structure

 

Entry and Approval administrators perform a basic set of tasks for each PAS model to which they are assigned oversight. The process below gives the general flow of Entry and Approval administrator tasks.

Prerequisites

You are an Entry and Approval administrator assigned to a PAS model.

The Interactive Publisher strategy management administrator has completed the initial setup of the PAS 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

  1. Set Entry and Approval defaults for the current cycle of data entry.

  2. Create metric sets and assign users to workflow steps.

  3. (Optional) Enter historical data and future target data for each metric set.

  4. Release metric sets into the workflow process.

  5. (Optional) Reassign workflow steps, as needed.

  6. Monitor the workflow process, and when metric sets are complete, load the data into the PAS model.

  7. Change the current period and otherwise update the Entry and Approval default settings for the next cycle of data entry.