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OSAdmin's avatar
OSAdmin
Icon for OneStream Employee rankOneStream Employee
6 years ago

WF setup question: we have 2 sign off groups

Originally posted by Kathie Strell

10/12/2017

WF setup question: we have 2 sign off groups
1 - base entity, month for the base entity, region parent
2 - after group 1 has signed off corporate needs to sign off
2a - reviewer 1 signs off on a group of entities
2b - reviewer 2 signs off on the consolidated total
2c - reviewer 3 signs off on the consolidated total
I'm good with the setup for group 1, but how do we setup the 2nd set of reviewers? Do we setup a corporate review WF? And then how do we get the levels of sign off? Group 2 only needs to certify, they don't need to run any confirmation rules or verify forms or reports.
The challenge is that corp rev 1 has several people who sign off on different entities, but they don't match the regions that are set up

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1 Reply

  • OSAdmin's avatar
    OSAdmin
    Icon for OneStream Employee rankOneStream Employee
    5 years ago
    Originally posted by Eric Osmanski

    Sounds like Process Level Review. I did something like this for Atria, but it can be cleaned up to look nice on a Dashboard or something.
    The issue I found was that in order to Certify, you need WFE access. This means that a reviewer can access the Questionnaire and a Certifier can access the confirmations. I had to include the WFC group within the WFE group.
    WF Execution and WF Certification groups