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Resubmit Calculation with Override

The Submit Resubmit Calculation with Override option allows you to resubmit performance calculation data with different parameters without first needing to download return results. You can enter values that temporarily override the options associated with the report profile and its assigned report rule. You can select dates and entities, report rule, field rule, benchmarks, and commit options.

Note

The fields on the Submit Resubmit with Override dialog box are optional. You only need to change those fields that are appropriate.

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  1. After editing a return, select the row you want to resubmit.
  2. Select Resubmit Performance Calculation on the ribbon and then select Resubmit Performance Calculation with Override.
    You see the Submit with Override dialog box with options to select dates and entities.
  3. Select an Effective Date option and enter a date or date range as appropriateto override the value stored in the report profile.
  4. If you wish to override the server log level Server Log Level, select a number from 1 to 6.
  5. Specify an Entity by using the Entity If you wish to specify a new entity, use the Entity Selector and then select Additional Options.
    Options include:
    –  Use Entity History (default)
    –  Auto Add Benchmarks
  6. Click the Generate Eagle Eye output check box to run EagleEye Analysis.
  7. Click the Stop DQM Processing check box if you wish to avoid having the returns processed through the Data Quality Monitor.
  8. You can Override Data Quality Rule(s) by making a selection from the drop-down list.
  9. Click the Select Commit Options tab and check whether you wish to commit the returns on the server side, Yes or No and then select .
    If Yes, go to step 8.
    If No,  go to step 18.
  10. Click the checkbox to enable Composite weighted benchmark processing.
  11. If you wish, you can Commit to Alternate Entity, by entering the name of the entity in the text box.
  12. Select how you wish the returns to be committed.
    Options include:
    –  Preliminary
    –  Final
    –  Only if With-in Tolerance
  13. If you selected the Within Tolerance alternative, select the Out of Tolerance Status from the drop-down list.
    Options include:
    –  Preliminary
    –  Final
  14. Select the Within Tolerance Status from  the drop-down list.
    Options include:
    –  Preliminary
    –  Final
  15. Select the Only When Materially Different check box to commit returns only when a value has changed. Select Then select an Alternate Commit Source from the drop-down list.
  16. Select a Security Commit Option.
    Options include:
    –  None
    –  Rollup Relations with Security Level (default)
    –  Rollup Relations only
  17. Select a Commit Source from the drop-down list and then click .
  18. Click OK.
    You see a message confirming that the report was submitted successfully.