- From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
You see the Commit Journal workspace displaying a list of available views in the right navigation. - Select a view and click Submit View on the ribbon. Or, double click the view.
You see the selected view in the workspace. - Right click a row to see the Status options available. Options include Preliminary or Final, as well as any custom statuses.
- Select a Status option.
You see a message confirming the change and the view reflects the new status for the selected entity.
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The Approval Wizard allows you change the status of more than one entity across a date range that you specify. The entities selected must have the same status. You can also use the Approval Wizard for a single entity when you wish to enter a comment or choose a specific date range.
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If you have a view displayed, the view criteria do not affect the Approval Wizard settings. |
To change the status of multiple entities:
- From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
You see the Commit Journal workspace displaying a list of available views in the right navigation. - Select a view and click Submit View on the ribbon. Or, double click the view.
You see the selected view in the workspace. - Click the Approval Wizard icon on the ribbon.
You see the Approval Wizard dialog box. - Click the Change Status drop-down list and select a status.
Options include:
– Preliminary
– Final
– Custom (if available) - Enter a Comment to describe the reason for changing the performance status, if necessary.
- Select Entities by using the Entity Selector.
- Click the Effective Date drop-down list and select a date type.
Options include:
– Date Range. There are two calendars for setting the begin and end dates. The default is Current Date.
– From the Date Rule. The date rule derives the effective dates to be retrieved by the report. The date rule is helpful for rolling updates that occur on a regular basis (such as current day or current month). - If you selected Date Range, enter the begin and end dates.
- If you selected Date Rule, click the lookup icon to see a list of available rules. Or, you can click the ellipsis to open a search dialog box. After selecting the rule enter an As Of date.
- Select Frequency.
- Click OK.
You see a message confirming that the status has been changed for the performance results of the given criteria. - Click OK.
You see the view updated with the new status.
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The Status Audit Journal allows you to create a customized audit trail that records the history of a return status for particular funds, dates, and frequencies. After creating a Status Audit Journal you can view the contents in a later session and track any changes that had been made.
To create a status audit journal:
- From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
You see the Commit Journal workspace displaying a list of available views in the right navigation. - Select a view and click Submit View on the ribbon. Or, double click the view.
You see the selected view in the workspace. - Click Status Audit Journal on the ribbon.
You see the Status Audit Journal open in a new tab and a Status Audit Journal Criteria dialog box. - Select Entities by using the Entity Selector.
You can select any entity to which you have access. The default is the entity of the row selected. - Click the Effective Date drop-down list and select a date type.
Options include:
– Date Range. There are two calendars for setting the begin and end dates. The default is Current Date.
– From the Date Rule. The date rule derives the effective dates to be retrieved by the report. The date rule is helpful for rolling updates that occur on a regular basis (such as current day or current month). - If you selected Date Range, enter the begin and end dates.
- If you selected Date Rule, click the lookup icon to see a list of available rules. Or, you can click the ellipsis to open a search dialog box. After selecting the rule enter an As Of date.
- Select Frequency.
- Click OK.
You see the Status Audit Journal populated with records of any status activity for the selected entity, dates, and frequencies.