Workflow navigation

The Workflow Navigation section provides a summary of the load stages at a business unit level. The members are limited according to how security has been set.

See Creating a load definition for information on where load definitions are saved.

Option	Description
Load Group	A group of data loads. Used for Financial Data only. The administrators define the load groups. See "Load Groups".
Hierarchy	Available unit hierarchies.
Period	Reference period.
Year	Reference year.
	The first 100 search results will show expanded parent nodes. Search results after the first 100 results will only show collapsed nodes.
	Expands the member list to show all members.
	Contracts the member list to show only the topmost member.
	Deletes the audit history for a data load based on a specified load group, period, and year. All audit trails associated with the specified items are deleted. This option deletes only the audit trail and not the actual data. This option is useful if the audit table has grown too large or to restart the load process for a period. If you purge history, you cannot undo your changes.
Update	Updates the member display to reflect the current selections of load group, hierarchy, period, or year. Click Update after making changes to update the section with your new selections.
Members	Available members in the workflow dimension. The icon on the left of the member name indicates the status of each member. See Load status legend.
Legend	Indicates the status of the load definition. Nothing to load means the unit does not have any loads defined for the selected load group/period/year. Not loaded means a load has been defined but not run.