Use the Composite Approval Module in Monthly Mode

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.

This action ensures that constituents are entered and removed from a composite for the full month. This mode is commonly used by clients that enter/update entity characteristics during the month and are required to run daily builds. Daily builds ensure that these characteristic changes are interrogated during the build process if they are used as part of the Performance Composites rules-based criteria.

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.

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.

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Approve or Reject Individual or Multiple Records

In the Performance Composite Pending Approval Details screen you can approve or reject each individual records or all records. 

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 at the top of the screen.
   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.

3. If the change is not valid, click Reject to ensure the record is not committed.

To Approve or Reject All Records 

1. In the Performance Composite Pending Approval Details screen, click Approve All at the top of the screen.
   
   

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   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, click Reject All to ensure none of the records committed.