Configuring Data Collection Periods

After you create a collection interval for the data collection process, you configure data collection periods by selecting members of the Frequency dimension. The Year and Period Frequency dimensions are available by default.

You can have different data collection periods across your collection intervals.

To configure the data collection period:

1. On the Home page, click Application, and then click Supplemental Data.
2. Click the Data Collection Period tab on the left.
3. Click Collection Interval and select the interval from the drop-down.
4. This displays the Frequency dimensions that you defined in the selected collection interval. The Year and Period dimensions display by default.
5. Select members in each of the Frequency dimensions. This displays the corresponding data collection periods.
6. Select the period and enter the Start Date, End Date, and Close Date to open the period.

   Note:

   To clear the entered dates prior to saving, click Reset.
7. Click Save.

Note:

After defining a data collection period, you cannot make changes to the selected collection interval in the Collection Interval tab.

To open, close, or lock a period:

1. From the Data Collection Period list, select a period.
2. From the Actions drop-down or the menu bar, select an action:

• Open Period – Allows new Form Templates to be deployed and Ad-Hoc Forms to be added to the Collection Period. Users may update their forms based on their scheduled start date.
• Close Period – No additional Form Templates can be deployed nor any additional Ad-Hoc Forms can be added to the Collection Period. Users may continue updating the existing forms.
• Lock Period – No additional updates are allowed on the existing Forms.