1. Working with Financial Consolidation and Close
  2. Working with Supplemental Data
  3. Working with Supplemental Data Forms
  4. Accessing Supplemental Data Forms
  5. Viewing Supplemental Data Forms from the Home Page

Viewing Supplemental Data Forms from the Home Page

The Home page displays a summary of forms assigned to you and their status, such as Open, Late, Due Today, or Due in 7 Days. A number to the left of the status indicates the number of tasks with that status.

You can filter the list of forms by Year and Period, or you can select All, to display items from any year or period in the Worklist.

From Tasks on the Home page, you can view these tasks and their details:

  • Worklist displays all tasks for a specified POV that you're authorized to view. Alerts and their status are also displayed at the top of the list on the Worklist page and in the Summary panel.
  • Supplemental Data Tasks displays tasks for Supplemental Data Manager.
  • Schedule Tasks displays tasks for Task Manager.
  • Alerts displays an Alerts List and enables you to create and work with alerts.