Use Disclosures

Owned by Copy Page Tree (Unlicensed)
Last updated: Jul 24, 2023 by Jacob Mathews (Deactivated)
5 min read

From the Disclosures Summary workspace, you can assign a disclosure to an entity or remove an assignment. You can also search, print, email, or export the contents of the Disclosures Summary workspace.

Assign a Disclosure to an Entity

You can assign a disclosure to one or more entities of any type, including a LIST type entity which aggregates a number of underlying entities.

When you assign a disclosure to a list, the list is automatically enumerated and the disclosure is assigned to the members of the list. When you add new members to the list after the initial assignment, you must then assign the disclosure to the new members either through a reassignment of the disclosure to the list entity or to the new members separately.

To assign a disclosure to an entity:

  1. From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
    You see the Disclosure Summary workspace displaying a list of available disclosures.

  2. Select a Disclosure from the Disclosure Summary list.

  3. Click Assign on the ribbon.
    You see the Assign Entities workspace as a new tab.

  4. Select the appropriate radio button for Date.
    Options include:
    –  As of. You can assign disclosures to entities as of a specific effective date. If you choose this option, you can use the Date Selector to specify a date.
    –  Since Inception Date. You can use this option to ensure that the disclosure is assigned as of the Inception Date of each entity.

  5. Click the Select Entities button.
    You see the Select Entities dialog box which allows you to set up search criteria. Entity Type, Active Status, and Language have drop-down list downs that allow you pick items from a list. Entity ID, Entity Name, and Entity Type fields are text entry.

  6. Select the criteria and click Search.
    You see the Entity list populated with available entities.

  7. Select one or more entities.
    You see the entities in the Selected section.

  8. Click the X next to an entity to remove it from the list if necessary.

  9. Click OK.
    You see the selected entities on the Assigned list.

  10. Click Save.
    You see a message confirming the assignment of the entities to the disclosure.

  11. Click OK to close the message.

Remove a Disclosure Assignment

After you assign disclosures to entities, you can review the disclosures assigned to entities and remove assignments when appropriate.

The removal disassociates the disclosure from the entity; it does not delete the disclosure itself. After you remove a disclosure assignment for an entity, the disclosure no longer appears on reports for that entity.

To remove a disclosure assignment:

  1. From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
    You see the Disclosure Summary workspace displaying a list of available disclosures.

  2. Select one or more rows for disclosures with assignments you want to remove.

  3. Click Review/Remove on the ribbon.
    You see the Review/Remove workspace in a new tab displaying the entities assigned to those disclosures.

  4. Select the check boxes next to the disclosure assignments you want to remove.

  5. Click Remove Selected.
    You see a message asking if you want to remove the selected disclosure assignments.

  6. Click Yes.
    You see that the disclosure assignments you removed no longer appear in the workspace.

  7. Click Cancel to close the tab.

Find a Disclosure

You can use a variety of filters to find specific text in the Disclosure Summary workspace.

To search for a disclosure:

  1. From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
    You see the Disclosure Summary workspace displaying a list of available disclosures.

  2. Click Find on the ribbon.
    You see a find entry field.

  3. Type text in the field.
    You see the matching text highlighted in the workspace. This is the default option.

  4. To change the search option click the down arrow next to the search field.
    Options include:
    –  Match Whole Word Only
    –  Match Case
    –  Highlight All
    –  Clear All Highlighting
    –  Show Matches Only
    –  Match Prefix
    –  Match Suffix
    –  Match in Selected Column

  5. Select an option.
    You see the results highlighted in the workspace.

  6. Click X to close the find entry field.

Change the Disclosure Summary Grid

You can change how the Disclosure Summary grid is arranged by using the following options:

  • To create a group click a column header and drag it to the top of the workspace where indicated.

  • To create a sub-group click a second column header and drag it next to the first header.

  • To remove a group click the X next to the group name.

  • To collapse a group click the down arrow next to the group header.

  • To expand the results click the left arrow next to the group header.

  • To change the order of the columns select a column header and drag it to a new position.

When you create groups and sub-groups or modify the order of columns you do not change the content.

Print Disclosures

You can print the contents of the Disclosure Summary workspace. The print output matches your current grid display.

To print disclosures:

  1. From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
    You see the Disclosure Summary workspace displaying a list of available disclosures.

  2. Click Print on the ribbon.
    Options include:
    –  Print
    –  Print Preview

  3. Select an option.
    If you selected Print, you see the print dialog box.
    If you selected Print Preview, you see the data in a separate window.

  4. Select a printer in the print dialog box and set other options as needed.

  5. Click OK.

Export Disclosures

You can export the contents of the Disclosure Summary workspace and save as a document in Office XML, CSV, or text format. The exported file matches your current grid display.

To export disclosures:

  1. From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
    You see the Disclosure Summary workspace displaying a list of available disclosures.

  2. Click Export on the ribbon.
    Options include:
    –  Excel (Office XML)
    –  Excel (CSV)
    –  Text (TXT)

  3. Select an option.
    If you selected Office XML, you see the file open in Excel.
    If you selected Text or CSV, you see a dialog box to save the file as a text or csv file.

  4. Save the file.

Email Disclosures

You can send an email of the contents of the Disclosure Summary workspace as an attachment in Office XML, CSV, or text format. The file matches your current grid display.

To email disclosures:

  1. From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
    You see the Disclosure Summary workspace displaying a list of available disclosures.

  2. Click Email on the ribbon.
    You see the Email dialog box.

  3. Enter one or more email addresses. Separate multiple addresses with a semicolon (";").

  4. Click Add.
    You see the email addresses in the workspace. To remove an address, click the X next to the recipient.

  5. Select an Attachment Format.
    Options include:
    –  Excel (Office XML)
    –  Excel (CSV)
    –  Text (TXT)

  6. Click OK.
    You see a confirmation that the email is being processed.

About Error Messages and Log Files

If you attempt to submit an action that cannot be completed, you will receive an error message. To learn more about the cause of the error, click View Log File. You see the PACE Application Server Log Dialog which displays the content of the file as well as Details of the Log including Server Name, Port, Platform, Version Number, and Number of Sessions. To open the log file in Notepad, select View Complete File.

About Disclosure Effective Date

Disclosures are added as of a specific Effective Date. This is the date that a disclosure can be displayed on reports. For example, if the Effective Date for the disclosure is 12/31/1979 but is not assigned to an entity until 3/31/1980 then the record is not displayed on reports for that entity until 3/31/1980. Further, if the Effective Date for the disclosure is 3/31/1980 but is assigned to an entity as of 12/31/1979 then the record is not displayed on reports for that entity until 3/31/1980.