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Function documentationEntry and Approval Administration 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. 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 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 Interactive Publisher administrator privileges, including the ability to define model and user access. If you are an Interactive Publisher administrator, see the Administrator's online help for more information.

Features

You can do the following in the Entry and Approval main window:

  • If you have not assigned yourself to a metric set, you see only the All Metric Sets table.

  • You can create and edit metric sets for the selected model, including which users have data entry privileges for each metric set, by choosing the model from the Database drop-down list and clicking Create Metric Sets.

  • You can release a single metric set for data entry using the yellow Release Now arrow. For more information, see Maintaining Metric Sets.

  • You can open a metric set for editing using the link from the metric set name in the Metric Set column.

  • You enter historical information for the metric set by launching an Excel spreadsheet using the Historical Data button. For more information, see Historical Data Entry.

  • 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.

  • You can release all currently unreleased metric sets for data entry using the Release All button.

  • You can load the Application Server model with the current data using the Load PAS Model button.

  • You can launch a window to define settings by choosing the model from the Database drop-down list and clicking Set Defaults. These settings include the available metrics, workflow steps, current period and date range, and data entry permissions.

  • You can reassign users and resetting metric sets.

  • You can update existing definitions for a selected model, including available metrics, workflow steps, and time period.

  • You can monitor the overall data collection effort for the PAS model for each period

The strategy management administrator can access Entry and Approval from the Administrator.

The administrator can also open an Approval Log, showing the full audit trail of the selected metric set, by clicking Approval Log. The log captures detailed user interactions, including time stamps for approval, rejection and uploading of metrics. This is the same feature that users have.