Overview
By default, the “Require Owner Approval For KPI Value Updates” application configuration setting defaults to off. This means all KPI updates take effect immediately.
When this setting is enabled, however all updates to KPIs that have owners will go into an approval queue. KPI owners will receive an alert that they have values to approve, and they can visit the Approve KPIs screen in the Home section to do this.
You can approve or reject all pending updates in your queue by clicking on one of the “all” buttons on the top of the list and then clicking Save.
You can also select individual updates to be approved or rejected.
If a KPI has no owners, or if its only owner is the person who updated the KPI with a new value, the update will not go into the approval queue and will instead appear immediately.
Previewing the results of pending updates
The “Require Owner Approval For KPI Value Updates” setting in Application Administration defaults off, but when enabled requires a KPI’s owner to approve value updates before they appear to everyone in the software. When approving these KPI values, there is now a “Preview Results” button.
Clicking this button shows a dialog telling you what will happen if your pending approvals and rejections are saved. Each row represents a calculated KPI value affected by the pending updates. The far right column shows you which of the pending updates is affecting that calculated value. As you can see, hovering over the info icon shows the details of the pending updates.
This ability to preview results allows a KPI owner to have full visibility into what will happen if KPI value updates are approved.