Work status function in BPC 10.0

[Former Member]

Hi All,

I have two questions regarding Work status in BPC 10.0 (MS Version):

Question 1: Is owner or manager the only person can input the data when we enabled the work status? What if we didn’t specify any users in the column of owner or manager, and then is it no one can input the data? (Please see figure 1)

(Figure 1)

Question 2: It seems that the work status has been automatically started after updating the work status option in BPC administration Console. Is there any way we can disable the work status function?

Thanks,

Ivan

[Former Member]

Hi Ivan,

1. it depends on the work status settings. In your environment work status settings you define the users that can make changes.

ALL means all users that have access (via their security settings) to an entity, even if they are not the owner or the manager. OWNER means only the owner, MGR means only the manager and LOCKED means no-one can change data.

Not specifying an owner for any entity mainly means that the work status cannot be changed, since it is only the owner or the manager that can do so.

2. You cannot disable the work status but you can set it up so that it doesn't affect anything in the system. You also do not have to use it, simply do not give your users the right (security) to change it.

BR,
Arnold

[Former Member]

Hi Arnold,

1. Under the "Unlocked" status, Manual Input is open for "ALL", does it mean everyone who has security access to the particular entity can input data via excel input templates? Even though he is not the owner or manager of that entity?

2. What is the definition of the field "Controlled By"? Does it mean who can change the work status to "Unlocked" for example?

3. If the answer to question 2 is "Yes", it sounds a bit weird to me as I think once the work status has been submitted, it should not be allowed to take back by the one who submitted it. What you think?

BR,

Antony

[Former Member]

Hi Antony,

1. Under the "Unlocked" status, Manual Input is open for "ALL", does it mean everyone who has security access to the particular entity can input data via excel input templates? Even though he is not the owner or manager of that entity?

=> Yes, ALL is everyone with security access.

2. What is the definition of the field "Controlled By"? Does it mean who can change the work status to "Unlocked" for example?

=> ControlledBy defines who can change the work status.

3. If the answer to question 2 is "Yes", it sounds a bit weird to me as I think once the work status has been submitted, it should not be allowed to take back by the one who submitted it. What you think?

=> It does, I would normally change it to UNLOCKED: Manager, SUBMITTED: Owner, APPROVED: Manager. With that setup the owner can go from UNLOCKED to SUBMITTED but only a manager can then either go back to UNLOCKED or on to APPROVED.

BR,

Arnold

[former_member210696]

Just to add to what Arnold has said,

basically 'Controlled by' determines who can advance to that particular work state, so, for SUBMITTED, it's owner, only owner can update the work state to Submitted.

You may want to configure it this way -

Unlocked - Both

Submitted - Owner

Approved - Manager

This way, an owner can submit it as well as after submission, he can again take it back to unlocked. Similarly, a manager can either advance from submitted to approved or from submitted to unlocked.

Hope it helps!!

[Former Member]

Hi Ashish,

Thanks for your explanation and actually your explanation perfectly matches my testing result.

Just, I do not really understand why the owner can get it back to "Unlocked" from "Submitted" after the entity is submitted.

Similarly, much worse, after the entity is approved, the owner can still change it from "Approved" back to "Submitted".

To me, after the entity is approved, only Manager is authorized to change it back to "Submitted" or even "Unlocked" but not Owner.

What you think?

BR,

Antony

[former_member210696]

Hi antony,

Once approved, owner shouldn't be able to update the status back to submitted as approved is controlled by Manager. I referred to HTG as well for confirmation purpose and HTG also suggests the same.

But, I saw another thread where it was not working it this way and owner can set the status back to submitted. To me, this is not the expected behaviour; but I can only be sure if I test it in my system.

I will try and do it if time permits.

[Former Member]

Hi Ashish,

Very kind of you. Please keep me posted as per my testing, I found that the "Owner" can take back the ownership after approved.

Appreciated your help.

P.S. Do you think, instead of taking back the ownership, BPC should add an action like "Reject"? I guess it perfectly makes sense in Process Management.

BR,
Antony

[former_member210696]

You can use BPF for the kind of functionality you are looking.

[Former Member]

Hi Ashish,

I guess you are referring to Business Process Flow. Right?

Can you explain a bit on how we can use BPF to enable "Reject"?

P.S. Actually, my "want-to-do" action is very simple. After one user has submitted the data to the reviewer, he/she should not be able to get it back himself/herself.

Again, thanks for your quick reply.

Antony

[Former Member]

Hi Ashish,

Any update with the above? Cheers!

Antony

[former_member210696]

Hi antony,

With the settings that I suggested, ideally it should not allow the user to return to the same state again. But, i need to check it in the system once and then can confirm. Time is not luxury

[Former Member]

Thx Ashish, looking forward to knowing your testing result.