Status Monitoring

Overview

In complex data collection processes, maintaining control over the current status is crucial for ensuring accuracy and compliance. Hence, in the CbCR module, every Constituent Entity (CE) has its own milestone to help track progress and coordinating efforts among multiple users.

This article contains the following sections:

The Status Monitoring workspace can be found at Country-by-Country Reporting | Cockpit. The workspace is displayed as follows:

The Status Monitoring workspace is displayed.
"Status Monitoring" Workspace in CbCR
Adjusting the Milestone Status

For reporting purposes, milestones cannot be imported automatically. To adjust a milestone:

  1. Navigate to Country-by-Country | Cockpit | Status Monitoring.
  2. Do one of the following: Select an individual CE, all CEs that you can see based on your role, or any subset thereof.
  3. Hover over the Bulk change button and select one of the available statuses:
    • not started
    • in process
    • closed
    • checked

      Adjusting the milestone status

Note: Even to adjust a single milestone, you need to use the bulk change functionality.

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