About tracking the progress of assignment submissions in Planning Business Modeler

You can begin to monitor a form assignment as soon as you create it. To monitor an assignment, select the assignment in the Process Management workspace.

Assignment status

The status of the assignment you are monitoring is displayed in the Status row of the Assignment Details pane. The assignment status determines what actions can be performed on the assignment and by what user role.

For information about assignment status actions that are available to a user in a Modeler role, see About available actions for an assignment in PerformancePoint Planning Business Modeler help.

Status for failed assignments

If an assignment action fails, you can review the cause of the failure by clicking the ellipses button (…) in the Status row of the Assignment Details area. The Status - More Information dialog box appears with an explanation of the failure.

Information panes in the Process Management workspace

When you select an individual assignment in the workspace, Planning Business Modeler displays several information panes. The following list describes the information in each pane. This includes the properties that you can view or tasks that you can perform when you are monitoring assignment submissions.

  • Assignment Tasks pane

    The following table describes the menu items in the Assignment Tasks pane. You can use these menu items to perform tasks for a selected assignment.

Assignment Tasks item

Description

Task you can perform (must have Modeler permissions)

Available Actions

Opens the Available Actions for Assignment dialog box.

Override or clear an existing status and select a new status.

Export Assignment Changelist

Opens a dialog box.

Generate a comma-separated values (CSV) file that contains the list of changes that have been submitted for the assignment.

If no submission has been made for an assignment, the CSV file displays only the header section.

  • Assignment Details pane

    In the Assignment Details pane, you can review the properties for a selected assignment instance.

    The following table describes the assignment details that are available for an assignment instance from this pane.

Property

Description

Task you can perform (must have Modeler permissions)

Name

The name of the assignment.

Change the assignment name.

Label

The label for the assignment.

None. You cannot change an assignment label.

Description

A description of the assignment.

(Optional) Change the assignment description.

Data entry form

The name of the form being worked on for this assignment.

Select a different form.

Contributor

The users who are assigned to contribute to this assignment.

Select a different contributor.

Status

The current state of the assignment.

None.

You cannot change the status.

Priority

The priority of this assignment.

Select a different priority.

Start date

The date set by the assignment owner to begin this assignment.

Select a new start date.

The new start date cannot precede the original start date.

Submission deadline

The deadline for the assignment, after which no data can be entered into the form.

Change the submission deadline.

The new deadline must be after the start date.

  • Review pane

    In the Review pane, you can review properties for a selected assignment instance. The following table shows the review details that are available for an assignment instance from the Review pane.

Property

Description

Task you can perform (must have Modeler permissions)

Review deadline

Deadline by which reviewers must complete the review.

Change the review deadline.

The new deadline must be after the submission deadline.

Reviewer

User who is assigned to review the assignment.

Add or delete reviewers.

Date reviewed

If the reviewer has finished reviewing, the review date is listed here.

Only a reviewer can change this value.

Select reviewer(s)

Link to the Manage Reviewer(s) dialog box.

Add or delete users or roles as reviewers.

  • Approval pane

    In the Approval pane, you can review the approval properties for a selected assignment instance. The following table shows the review details that are available for an assignment instance from the Review pane.

Property

Description

Task you can perform (must have Modeler permissions)

Approval deadline

Deadline by which approvers must complete approval.

Change the approval deadline.

Approver

User who is assigned to approve the assignment.

Add or delete approvers.

Date approved

Date the approver finished approving.

Can be changed only by approver.

Select approver(s)

Link to the Manage Approver(s) dialog box.

Add or delete users or roles as approvers.

Note:  If the process requires both review and approval stages, the approval deadline must be after the review deadline. If the process requires only approval, the approval deadline must be after the submission deadline.

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