Blocking manual change of values ​​for Automated/Integrated Indicators

• Module this feature covers
• What this feature is for

• Disabling the Lockage

• User rules to allow setting values to a blocked Indicator

• Api integration history

Module of this feature

Corporate Performance

What is this feature for

At the Stratws One you can insert values for your Indicators through our Application Programming Interface (API). This enables you to create automations to manage those values on the platform. These changes are reflected automatically on the SpreadSheet and KPIs.

Now, to make it easier to manage the integrated Indicators, it will be identified, with a message telling that it has values setted through integration, and the manual editing of its values will be blocked. This lock allows that integrated values are not being overridden.

It is important to say that this identification will only occur to values that are integrated after the release of this functionality (version 2109.20)

This behavior will be restricted to users that have Normal permissions on the system. Administrators will continue to insert or change values on the Indicators even if the Indicator  has values changed through API.

For example, suppose that the Indicator __X__  has had its target values setted up through integration. A Normal user will not be able to modify or set new values as can be observed below: 

OBS: Only the target data were blocked. Because values for actual were not setted up through integration.

Note: Inserting values through API lock just the frequency where the value has been setted. For example, if an indicator has Monthly, Weekly and Daily frequencies setted up and a Monthly frequency has its value changed over API, then the other frequencies will not be blocked. 

Disabling the Lockage

In case the Administrador user wants to disable the lockage to an specific Indicator, he can access the Indicator properties and enables the manual editing of its values. 

User rules to allow setting values to a blocked Indicator

Although this restriction exists for Normal users, it can be bypassed through System Rules, presented on User and User Groups edition views. Setting the Rule “Can I manually change the integrated indicator values?” to yes will allow the User or User Group in question to set values to Indicators identified as integrated Indicator. 

API Integration history

Stratws has a functionality to record the history of changes made to indicators.

We have included a customization in this functionality for the system registers changes made through integration (API).

With the recording of these integration histories, we have included the possibility for the user to filter changes by "Integration".

Comments:

• This behavior will only be valid if the Normal User has enabled the specific Rule and has permissions to edit the Management Unit. If the User is only allowed to visualize the Management Unit, even if he has the Rule enabled, he will not be able to set values manually to any Indicator on that Management Unit.
  
  
• If the indicator is integrated and has a responsible for the release, the user responsible for the release also needs to have the rule "Can I manually change the integrated indicator values?" enabled in your profile;
  
  
• If the indicator is integrated and has a responsible for the launch, another user who is not responsible for the launch will not be able to modify the values for the indicator, even with the rule enabled in your profile.