About data submissions and the approval process

Process scheduling provides a standard, formal procedure to submit, review, and approve data. Each procedure includes a defined set of process states, actions, and roles. PerformancePoint Add-in for Excel users take actions (such as submit or review) that change the state of an assignment. States define the status of data at any given point in the process and what actions are available. Actions define what users can do to an assignment, such as approve or submit. Roles specify how different types of users in PerformancePoint Add-in for Excel interact with the process.

States

An assignment can be in one of many possible states at any given time. The state of an assignment changes during the review and approval process. Those changes typically occur as users perform actions in PerformancePoint Add-in for Excel. However, you can override the state of an assignment in PerformancePoint Planning Business Modeler. To do so, open the Forms Assignment workspace, and then click Available Actions in the Assignment Tasks pane.

The following table clarifies the possible states for an assignment.

State

Description

Dependency

Available actions

Not Started

The assignment is not available for data entry.

The assignment start date has not transpired or a dependency has not been satisfied.

Start

Work in Progress

The assignment is available to the contributor.

The assignment start date has passed and all dependencies have been satisfied.

Submit

Ready for Review

The contributor has submitted the assignment

The contributor changed the assignment status to Ready for Review.

Approve, Reject, or Review

Reviewed

All reviewers have reviewed the assignment.

The assignment has been approved by all assigned reviewers.

Approve or Reject

Rejected

The approver has rejected the assignment and the contributor must resubmit it after you make modifications.

A single approver changed the status to Rejected.

Submit

Approved/Final

All approvers have approved the assignment.

The assignment has been approved by all assigned approvers.

None

Actions

Users have many different actions available to them during the process scheduling review and approval process. For more information about those actions, see About available actions for an assignment.

Roles

The following table lists the four functional roles that modelers can assign to users who take part in process scheduling. A user can have multiple roles at the same time.

Role

Description

Possible actions

Approver

Optional. Approve or reject the submitted data.

Approve, Reject

Contributor

Responsible for submitting data.

Submit

Owner

Responsible for finishing the review process.

Approve, Cancel, Reject, Restart, Review, Submit

Reviewer

Optional. Review the submission and add comments to aid the approval process.

Review

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