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Function documentationEntry and Approval Roles and Permissions Locate this document in the navigation structure

 

There are several types of Entry and Approval users with separate sets of privileges.

Features

Strategy management administrators of have the following prerequisites, tasks, and permissions:

  • Is running the Administrator as the strategy management administrator. If Administration is unavailable to you, it means you are not running the Administrator as the administrator.

  • Able to access the dimensional model in Application Server.

  • Has set up users to be Entry and Approval administrators in Set Entry and Approval defaults in the Entry and Approval section.

  • Can use Set Entry and Approval defaults in the Entry and Approval section to define the settings for each Performance Management model to be accessed by Entry and Approval. You can add and remove Performance Management models.

  • Can add yourself and other users as an Entry and Approval administrator in Set Entry and Approval defaults. This allows you to set defaults in the Entry and Approval component or the Administrator.

Entry and Approval administrators have the following prerequisites, tasks, and permissions:

  • Must be able to access the Performance Management model.

  • Can control all management and administrative functions within the Entry and Approval component for a particular model. This includes:

    • Creating and editing metric sets, entering historical data, entering target data, releasing metric sets, and loading the Application Server model.

    • Specifying which users have data entry privileges for each metric set.

  • Updates existing definitions for a selected Application Server model by clicking Set Defaults in the Entry and Approval component. Only strategy management administrators and Entry and Approval administrators can see this link. Entry and Approval administrators cannot add or remove models or define a new Entry and Approval definition when accessing the defaults from the Entry and Approval component. These functions are limited to the strategy management administrator in the Administrator.

  • Should be added to an application group called Entry and Approval. This way, only the users of that group appear in the Set Entry and Approval Defaults link and in the Create Metrics Set dialog box in the Entry and Approval component. If you do not create this application group, then all users appear.

The Data Entry users, reviewers, and approvers have the following tasks and permissions:

  • Not required to access to the Performance Management model.

  • Must be listed a known user in the application.

  • Able to enter data or review and approve data entry, depending on settings defined in the Metric Set.