Value Worksheet

In this area, system administrators can restrict access to the value worksheet by period.

 

Ex.:

Actual

from:

1/1/2008

to:

 

Goal

from:

1/1/2008

to:

1/31/2008

Preliminary

from:

2/1/2008

to:

12/31/2008

 

In example above, the following values can be changed:

 

Actual: from 1/1/08 to (undefined)

 

Goal: from 1/1/08 to 8/31/08, that is, the goal can be changed only in January.

 

Preliminary: from February/2008 to December/2008.

 

Exceptions:

Exceptions are defined by:

• User: Specific exception by user.
• Scorecard: When defining an exception by scorecard, the system gives access to every user who has access to the scorecard.

 

To enable changes to the value worksheet, the system checks whether the access is free in general rule of value spreadsheet. If it is not, the exceptions must be checked. If user has access, in exceptions or general rule, the access is granted.

Block the update of Value Spreadsheet

Upon enabling option Block the update of Spreadsheet of Values by field Indicator Deadline, the following message is displayed: “The blocking of Value Spreadsheet is valid only for indicators with frequency: Monthly, Bimonthly, Quarterly, Four-monthly, Biannual and Annual ”.

Important

Rules to use field Deadline in Indicator register:

The blocking of update of Value Spreadsheet is applied only for the indicators where the frequency (displayed in Frequency field in Indicator register) is: Monthly, Bimonthly, Quarterly, Four-monthly, Biannual and Annual.
1. Upon accessing Value Spreadsheet, select the option Edition blocking of Value Spreadsheet, based on field Deadline.
2. A message is displayed with the configuration selected.
3. Access Structure register.
4. The entity register is displayed.
5. Browse trough Entity tree to find Goal.
6. The indicators of the selected Goal are displayed.
7. Select one indicator and click View.
8. The register Indicator is displayed.
9. In Indicator folder, fill out Deadline field and click Save.
10. In Value Worksheet folder, add a goal with the deadline expired and click Save.
11. The edition is blocked and a message is displayed with the period and the deadline for that update.