Overview of Process Control Manager

Process Control Manager is a solution used to provide business users with an intuitive and easy to manage review and approval process of Workflow Submissions. 

The included OneStream Workflow functionality is quite powerful and will meet the design requirements for most Applications.  Process Control Manager expands upon this native functionality to allow additional granularity in process control and also adding the Cube, Origin dimension and detailed Workflow Channel control of Accounts, to provide focused process control in multifaceted workflow environments.

This solution provides a framework for enhanced control of Workflow data submissions by managing:

• Which Workflow users/security groups can input data or complete review steps

• Which Scenarios/Periods can be modified

• Which Origin dimension input channels can modify data

• Which Accounts can be modified based on their related phase (aka Workflow Channel)

Process Control Manager adds the concept of promotion of Workflow data to others of a higher level in the closing process routing. Based on who the user is, Process Control Manager can tell which “Process Level” the user is to determine if they have access to input/modify data based on a comparison to the current Process Level for this Workflow. When a Workflow’s data for a given period or subset of related Entity data (for example, P&L Accounts) is promoted, this Process Level is stored in PCM’s provided Cube. When a user attempts to update data, data input rules will compare this user’s maximum Process Level with the Process Level of the data they wish to change and either permits or denies the change.