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The Performance System Parameter option supports specific monthly build requirements. If Monthly Mode (1 = Enabled) is enabled, all changes approved during any day in the month are automatically pushed back to the first day of the current month. As a result, the Start Dates and Stop Dates for all membership changes are committed to ENTITY_RANGE_DETAILS as of the first of the month.

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The Composite Approval module offers virtually the same functionality in Monthly Mode and Default Mode. However, specific logic is applied to support first-of-the-month methodology as it relates to composite inclusion/exclusion and Start/Stop Dates.

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Eagle strongly recommends that the Performance System Parameter be selected, not changed, and applied to all composites.

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Pending Approvals (Monthly Mode)

You can set the Monthly Mode setting in the Pending Approvals Details screen. To illustrate, consider an example where a client executes daily builds for 1/1/1980 through 1/31/1980 for the composite shown in the following figure. The builds for the composite determined that JKEnt3a, JKEnt3b, JKEnt3c, and JKEnt3d met the composite criteria with an Effective Date of 1/4/1980. Additionally, JKEnt74 and JKEnt79 met the criteria with Effective Dates of 1/7/1980 and 1/31/1980, respectively. However, because Monthly Mode is enabled, the Start Dates have been converted to 1/1/1980.Image Removed
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Approve or Reject Individual or Multiple Records

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To Approve or Reject an Individual Record 

  1. In the Performance Composite Pending Approval Details screen, check the check box next to the entity.

  2. Click Approve

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  1.  at the top of the screen.

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  1. This commits the membership change into ENTITY_RANGE_DETAILS for the composite (JKACOM28) for the selected entity with the appropriate Start Date or End Date, which in this case is 3/25/2009.

  2. If the change is not valid,

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  1. click Reject

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  1.  to ensure the record is not committed.

To Approve or Reject All Records 

  1. In the Performance Composite Pending Approval Details screen, click 

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  1. Approve All at the top of the screen.

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  1. Performance Composite Pending Approval DetailsImage Added

    This commits the membership changes into ENTITY_RANGE_DETAILS for the composite(JKACOM28) for the entire set of entities with the appropriate Start Date or End Date, which in this case is 3/25/2009.

  2. If the change is not valid,

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  1. click Reject All

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  1.  to ensure none of the records committed.