Governance → Periods (Reporting periods) is a board of assets × months for one Reporting year. Each cell shows Open, Submitted, Reviewed, Approved or Locked; a dot marks months where an action is available to you. Filter by Asset or use Highlight status.
The workflow
| From status | Action | Who |
|---|---|---|
| Open | Submit | Data provider (own access limits), methodology owner, client admin |
| Submitted | Mark reviewed, or Reject (comment required) | Reviewer or country manager (own access limits), methodology owner, client admin |
| Reviewed | Approve, or Reject | Methodology owner, client admin |
| Approved | Lock | Methodology owner, client admin |
| Locked | None: request a restatement | Methodology owner, client admin |
Only months that have ended. A month can be submitted, reviewed, approved and locked only once it is over: from the first day of the next month (UTC). Until then the board shows no dot for it and its dialog says from which day the actions are available. Reject stays available on a submitted or reviewed month.
Take an action
- Click a month on the board. A dialog shows its status, the Last comment, the actions available to you and Evidence.
- Add a Comment (required to reject) and click the action.
- The message “… done: the period is now …” confirms the change.
Bulk action
Bulk action applies one action to every month of the assets and year shown that allows it: Submit, Mark reviewed, Approve or Lock. The dialog says how many months qualify; an optional Comment is recorded on each of them. Each month is checked on its own, so a month that cannot move (not ended, not calculated, not yours to act on) is listed afterwards with the reason while the others move. Reject is not offered in bulk: open the month, because each rejection needs its own reason.
Locking
- Lock needs a successful calculation run that is newer than the latest data change for that month. If data changed after the last run, wait for the recalculation to finish and lock again.
- A month whose latest calculation has error findings cannot be locked: fix the data first.
- A locked month cannot be changed by import, form or mobile app. Changes are refused with E006 until a restatement reopens the month.
- Set-up that a locked month’s totals depend on is protected as well. Adding, changing or deleting an asset’s equity share period so that the share of a locked month would change, or moving a source that has results in a locked month to the other scope, is refused (“period … is locked”). Closing an equity share after the last locked month, or adding a later one, is allowed. Reopen the months with a restatement first.
- A recalculation never rewrites a locked month. A run that covers locked months skips them and says so with the warning W-PERIOD-LOCKED-SKIPPED.
- Changing data in a submitted, reviewed or approved month returns it to Open.
Before approving, check Data quality for completeness and pending imports.