Promote by Origin Base Input Child Profile – Import, Forms or Journals

Is it required to have control of when certain data input members in the Origin dimension can be used for loading data?  Common reasons for using this level of control would be applications where companies choose to limit when users can import their general ledger trial balance files, input statistical account balances in Forms/Excel, or when users can use Journals to process adjustments during the closing process. 

Setting the Multiple Origins configuration property (see Global Options) to Yes will allow the Import, Forms/Excel Add-in/Spreadsheet functionality and Journals input Origins to be secured independently by the Process Control Manager (PCM).  Administrators will be able to manage the Process Level for these input channels independently and unlock them when necessary for individual entities without allowing other entities to access a specific input channel.

Managing Process Control Levels at the Origin level will require promoting the Process Level using a manual Workflow step or using the Promote on Certify option in the Global Options:

  1. The manual management step would be included in the Base Input Child profile as a Workspace step that calls the 0_Frame_WorkspaceChild_PCM Dashboard to allow the users to manually maintain the Process Level for their intersections. 

  2. The Promote on Certify option will take advantage of the Default Promote/Reject Level configured in the Process Level Definition Page and included Event Handler Rules.

The process for setting up the Process Control Manager Dashboard in the Workflow Workspace page was discussed in the previous section of this document.