Reporting periods, object resets, and rulesets
snapshotof the current state of the repository, usually created when the documentation phase of a quarter or year is complete and ready for attestation. Object resets are a way to automatically modify objects that exist in the IBM OpenPages® repository. Object resets are rule-based operations that are contained in a ruleset.
Reporting periods
Past reporting periods can be viewed and reported on at any time. Changes to the repository do not affect data in past reporting periods.
Users can view data, for example, in dashboards and for objects, for the current data (current state of the repository) and past reporting periods.
Object resets
The most common use of the object reset functionality is to reset
all of
your objects at the beginning of a new reporting period. For example, each quarter you have controls
and tests that need to be reviewed and performed. The results of those tasks are recorded by
updating the properties and attachments of the appropriate objects. After all quarterly tasks are
completed, and the quarter is finished, you archive all of the results into a reporting period and
prepare for the new quarter. However, the existing objects still display the test results and
changed properties of the previous quarter. If you are planning to reset your data as part of the
beginning of a new reporting period, you will have to archive the existing data to a reporting
period.
Rather than modify the objects by hand, you can use the object reset capability to take your existing objects and modify their properties based on the rules in your ruleset.
While object resets work well with the reporting period capability of OpenPages, object resets do not require the existence of a reporting period to be used.