Menu location: Main Menu > Management > Data Review Management

You can make changes to many aspects of data reviews. How they are displayed and who is involved in them.

There are 3 tabs for changing “Display settings”, “People” and “Copy and Create”. “Copy and Create” is not ready yet. “People” should be self-explanatory when wanting to change CRs, Cas, GRs and GAs.

Display settings

Display settings include showing or hiding whole tables, main and sub menus, exporting and normalisation buttons and hiding the whole data review.

Example. You want to turn off “6.1 Business Travel - Rental Cars” for FY21 H1.

You find that DR in display settings by selecting the correct reporting period and the filtering the table for "Rental". Click edit, change the review status from "Active" to "Not used" and click update. It no longer appears under Review & Approve > Data Reviews although it will still show in this management page.

Lots of other settings can be changed here too.

Use the gaps between columns to drag columns wider if necessary. Common columns have been grouped together.

People

The People tab allows you to quickly change the parties involved in the approval work flow of you data reviews.

Copy and Create

The Copy and Create tab provides tools for creating new data reviews from scratch, from templates or by copying existing data reviews.

Head to “Review & Approve” -> “Data Reviews” tab in the navbar on the top.

 

Click on the drop-down menu to look for your desired year.

 

If the latest FY does not appear, then navigate to the settings “Manage” -> “Settings” from the navbar, then click on the “Categories & defaults” tab.

 

Edit the “Data Reviews: Reporting Periods” by clicking on the pencil icon next to the setting name.
Add the year you wish to create a reporting period for by adding “FY##”, ensure that it is separated from the previous entry by a comma.
Confirm your changes by clicking on the tick next to the setting name.

 

Navigate to data reviews management page by clicking “Manage” -> “Data Review Management” from the navbar.

 

Click on the “Copy and create” tab.
Fill in the fields with the desired details and then hit “Copy” (Please take care with the “How many months is this reporting period for”).
Click on copy.

 

Your new data review should now be created!