Change Performance Status

Change Status of a Single Entity

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.

Change Status of Multiple Entities with Approval Wizard

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.

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.

Create Status Audit Journal

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.

View Application Server Log

You can view the Application Server log of operations recorded for your current session.

To view the application server log:

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 Appserver Log icon on the ribbon.
You see the PACE Application Server Log dialog box displaying application server details and file contents.
Click View Complete File to see the entire contents of the file.
You see the file open in a Notepad window which allows you to save or print the file.

On this page

1 Change Status of a Single Entity
2 Change Status of Multiple Entities with Approval Wizard
3 Create Status Audit Journal
4 View Application Server Log