Setting Options for Applications without Phased Submissions

  To set Process Control options for applications without phased submissions:

1. In the Browser View, expand Tasks and select Data Tasks.

2. Select Process Control.

3. Click Options ( ).

4. Select a style:

   • To display the entities in a list view, select List.

   • To display the entities in Tree hierarchy format, select Tree.

     Note:

     When you select the Tree view option, it sets your system list to Hierarchy and displays the Tree view.

5. Optional: If you use a list view, you can select filter and sorting options as follows:

   • To filter the list by review levels, from Review Levels, select a review level, and select an option:

     • and Above

     • and Below

     • Only

       If you do not change the default value of All, all review levels are displayed.

   • To sort review levels, from Sort Review Levels, select an option:

     • None

     • Descending

     • Ascending

   • To filter the list by Pass or Fail status, from the Show drop-down list, select an option:

     • Pass Only

     • Fail Only

     • Pass and Fail

   • To filter the list by calculation status, select a Status option.

6. From Period View, select Single or All.

   • If you select All, from Display select an option to display in the columns:

     • Process Level

     • Calc Status

       The selected information is displayed across the columns for all the periods within the scenario.

7. From Entity View, select an option:

   • To view the entity information using the label, select Label.

   • To view the entity information using the description, select Description.

   • To view the entity information using both the label and description, select Both.

8. Optional: To show only active entities for the parent entity, select Show Active Only.

   Note:

   This option is available only if the application is set up for Organization by Period.

9. Select one or more Review Options: Review Level, Pass/Fail, Validation.

10. Optional: Select one or both of these statuses: Calc Status, Journal Status.

11. Optional: To set the rows per page, enter a Rows Per Page value or use the default value.

12. When you finish selecting options, click OK to save the settings.