14.2 Viewing and Editing a Reporting Plan

To view or edit a Reporting Plan, follow these steps:

  1. From the Financial Services Data Governance for North America Regulatory Reporting window navigate to Plan Monitoring.

    Figure 14-6 Plan Monitoring - View


    This illustration shows the Plan Monitoring Summary screen. All the tasks under the selected Run are displayed. The selected tasks can be seen in the Task List in the Plan Monitoring window.

  2. To view an already created Plan, in the Plan Monitoring summary window, click the View icon. The fields are not editable.

    Figure 14-7 Plan Monitoring - View


    This illustration shows Plan Monitoring view page. The selected tasks can be seen in the Task List in the Plan Monitoring window. The fields are not editable.

  3. To edit an existing plan, in the Plan Monitoring summary window, click the Edit icon.

    Figure 14-8 Plan Monitoring - Edit


    This illustration shows Plan Monitoring Edit Page. The selected tasks can be seen in the Task List in the Plan Monitoring window. To edit an existing plan, in the Plan Monitoring summary window, click the Edit icon. Edit the required fields and then click Save.

  4. Edit the required fields and then click Save.