QRT Sign Off

The QRT Sign-off and UnSign-off are performed from QRT Sign-off manager:

Sign-off feature allows users to lock-down QRTs that prevents any further changes.
A single QRT or multiple QRTs can be Signed-Off at the same time.
To run Sign off, users just need to select QRT to be signed-off and click Save Sign Off changes button.

After running Sign-off:
- QRT worksheet protection is set, so no changes allowed, directly or indirectly eg. import
- All formulas are removed from the sheet (Tabular formulas, user formulas and external link added by users)
Note: All formulas are stored in the Tabular database and are re-loaded to the QRT worksheet if the user UnSigns-off the QRT.

To UnSign-Off, users can select single or multiple QRTs and click Save Sign Off changes button.
All formulas (Tabular, user formulas, and external links ) will be loaded back exactly the same as they were before sign-off and normal Tabular sheet protection will be set to this QRT worksheets.
Sign-off and unsign-off processes can be repeated as many times as necessary without any restrictions.
User could see information who signed-off/unsigned-off QRT and date/time it was done last time.

Unresolved Notes/Checklists
In case some unresolved notes or checklists exist for QRT, count of this notes/checklist will be displayed in the Unresolved Notes or Unresolved Checklists columns next to QRT with red light background.
This QRTs still can be signed-off no restrictions on it. User can still SignOff QRTs even if they have unresolved notes and/or checklists – we’re just providing this for information for now.

USER NOTES:

• There is no verification or checking of re-loaded formulas to unsigned-off QRTs.
  For example, if a user had a formula that was linked to an external workbook at the time of sign-off and after that, this external workbook was deleted, on unsign-off, Tabular will load that formula back in to the QRT ( which will go to the place that now doesn’t exist) – and Excel will resolve the formula to a #REF! error.

• There are no checks that QRT being signed-off are linked to unsigned-off QRT.
  For example, S.02.01 is signed-off, so it’s no longer linking to S.06.02, but S.06.02 is not signed-off, so user could update values there. It probably will break some validations, because now there will be different values in S.02.01 and S.06.02. At the moment Tabular will not flag to user that he needs to sign-off S.06.02 before signing off S.02.01

• When user signed-off QRT it is not available for imports, but it is still available for exports eg. xbrl export and in general all read-only access features, such as analytics, validations, etc.

• Access to QRT Sign-off feature can be configured per user.
  This is available in user setup area; which you can find here System Admin > Administer users/Roles > Assign access to role (more information here ) So if you have someone who should enter some data but shouldn’t sign-off QRTs just unselect Sign-off role for him and he will not have access to Sign-off.