Starting Process Management

The Review Supervisor must start a process unit before other users can enter data or perform any process management actions. The Review Supervisor or an administrative user are the only users who can access a process unit when the status is Not Started. See Process Management Security Roles.

After a Review Supervisor starts a process unit, its process level changes to First Pass.

You can start Process Management from a data grid or from the Process Control module. When you start a process unit from the Process Control module, you can select a data view and filter and sorting options. See Using Process Control.

To start Process Management from Process Control:

In the Browser View, expand Tasks and select Data Tasks.
Select Process Control.
Select a scenario, year, and period.
From Data View, select Local, Translation, or Contribution.
See Selecting the Data View and Using Process Control.
Optional: To change the top member for the entity list, use one of these methods:
- Enter a top member in the Top Member text box, and click Update to refresh the list.
- Click Browse, and select a top member.
- Click the Entity link at the top of the entity column, and select a top member.
Optional: Select the options for displaying, filtering, and sorting members.
See Setting Process Control Options.
Select the process unit to start.
Click Manage Process and select Start, or select Manage Process, then Start from Actions.
Optional: Enter a comment in Comments, or attach a document for more detail.
See Attaching Documents to a Process Unit.
Optional: If you are using the Tree view, select Selected Entity Only or Selected Entity and Descendants.
Click Start.

To start Process Management from a data grid:

From a data grid, select the cell for which to start Process Management.
Right-click and select Manage Process.
From Action, select Start.
Optional: Enter a comment in Comments, or attach a document for more detail.
Click OK.