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Procedure documentationEntering Actual Data and Current-Period Target Data Locate this document in the navigation structure

Procedure

  1. In the Entry and Approval main window, from the Database drop-down list, choose the model.

  2. In the Metric Sets table, click the active yellow arrow to open the Data Entry screen.

  3. In the Actual column, enter your data. Or, you can enter data using an Excel spreadsheet.

    Note Note

    Entry and Approval does not support a space as the thousands separator (for example 100 000). If you are running Entry and Approval in French, you must use a period as the thousands separator.

    End of the note.

  4. If the metric set has target data and you have user permission to enter target data, enter it in the Target column.

  5. To see the previous period's Actual numbers in the Data Entry table, select the Display Previous Period Actual box. A new column opens in the table. If there is no data for the previous period, N/A displays in the column.

  6. To see both Actual and Target numbers for all previous periods, click Historical Data. The historical record appears in a new window.

  7. Do one of the following, depending on whether you enter all your data during the current session:

    • If you have entered all your data, click Submit for Approval to pass the data to the next step in the workflow.

    • The Save Data functionality is valid only when the worksheet is opened from the Entry and Approval application. If you have not entered all your data during the current session, you still may want to click Save Data to upload your work to the server. The saved data will be available the next time the worksheet is opened from the application. You can create a local copy of the data entry worksheet but it will be a reference version only. If you do not want to save your initial work to the server, you can copy from the local version to a new worksheet opened from the Entry and Approval application.

  8. Use the Add a Note dialog box to enter any relevant information for the recipient. Click Submit. The metric set is no longer accessible for data entry and the Actual and Target cells are inactive.

  9. To enter data for another metric set, select it from the Select a Metric set to display below drop-down list. Or, select a different model from the Database drop-down list and then select a metric set.

  10. To return to the Entry and Approval main window, click Entry and Approval Home.