The Process Management dashboard is designed to display the information that helps users to analysis the relevant information about the workflow to accomplish a particular task and also clearly recognize the steps involved or the actions required for completing the process levels.
A process unit is a combination of data for a specific Scenario, Year, Period, Entity, and Value. You use Process Management to review, submit, promote, approve, reject, or publish the process units.
The following table describes the process stages:
Table 30. Process Units
Process Units | Description |
|---|---|
Not started | Process unit has not been started by the review supervisor, and no data can be entered by any users except the supervisor. Only the supervisor who has All access rights to the entity can change the process unit level to First Pass. |
First Pass | Process unit has been started and is in the initial stage for data to be entered by any user with the proper access rights. No security role is checked when the process unit is in the First Pass level. |
Review Levels 1 through 10 | Process unit is at the beginning of the review process after initial data entry. |
Submitted | Process unit has been submitted and is ready for final approval. Submitted level is the common final process level before a process unit can be approved. If you have the submitter security role, you have the option to skip levels of review and promote the process unit directly to the submitted level. |
Approved | Process unit has been approved. |
Published | Process unit has been published for public access. |
Process Management supports phased submissions, which enables you to define the accounts for each phase of review submission. During the review process, you can promote each phase of the process unit rather than the entire process unit, eliminating the need for additional scenarios to enforce the review process. See the Hyperion Financial Management — User's and Administrator's Guides.
The Process Management dashboard helps you view the process control status and information for the entire entity structure. The Process Management Dashboard page contains the following report information:
To set the Point of View, see Setting the Point of View in Oracle Financial Management Analytics.
Note: | The Process Management dashboard supports nine phases. |