# 17. Collaborative adjustment workflows {% hint style="info" %} This feature is available only in Inforiver Writeback Matrix. {% endhint %} The adjustments workflow in Inforiver Writeback Matrix provides a mechanism for requesting and recommending updates to read-only data input values. For instance, a report viewer can create an adjustment request and assign it to another associate who can review the change. The assignee can, in turn, suggest a different value or accept the same value. The adjustments workflow allows multiple users to collaborate on and track updates to changes in data input values. * The adjustment workflow will be enabled for read-only data input measures. [Learn more about setting permissions for data input fields](https://docs.inforiver.com/working-with-inforiver/pages/4qFHHtcvaagnNNj6S2M9#id-2.1.-data-input-access).

Setting read/write permissions for data input fields

* Adjustment workflows are enabled by default. Disable the toggle from Display settings if you do not want report viewers requesting adjustments.

## 1. Requesting an adjustment This is the first step of the workflow in which a report viewer or a requestor can submit an adjustment request. **1.1. Submitting a request:** To request an adjustment, a report viewer with read-only access to data input fields can either double-click the cell or click the adjustment icon that appears when they click a cell. In the Request Adjustments pop-up, specify the new value in the **Requested Value** textbox. Optionally add a comment and tag an assignee from the **Assign a user** dropdown. Let's consider a scenario where a report viewer is requesting an update to the budget. The designated assignee can review the budget change suggested by the requester. {% hint style="info" %} If an assignee is not tagged explicitly, the report author can review and accept the adjustment request. {% endhint %}

The red time icon

indicates that an adjustment has been requested for that particular cell.

The red icon indicates the cells that have adjustment requests

**1.2. Adjustment request notification emails:** When the requestor assigns an adjustment request to an associate, they will receive an email that provides details about the adjustment. The email will contain a link to the report.

## 2. Reviewing adjustments In the second step, an assignee can review and accept a request or suggest a new adjustment value. When the assignee opens the report, they will receive a notification message indicating pending adjustments.

Pending adjustments notification on opening the report

**2.1. Viewing adjustment requests**: The bell icon in the report indicates an adjustment has been requested. Click the bell icon to open the Adjustments side pane.

**2.2. Evaluating adjustment requests:** Before committing to an adjustment, Inforiver Matrix allows you to compare and gauge the impact of the adjustment by displaying the adjustment as an additional measure in your source report or by running simulations in a scenario. * **Display the adjustment as a measure:** Click the **View Adjustments** button to display the adjustment as a read-only measure. The adjustment measure header will be italicized with “(Adj)” appended to it. The requested adjustment will be highlighted in yellow. If an update has been requested for the grand total, all the contributing cells will be highlighted as well.

Viewing adjustments as a read-only measure

Click the adjustment value, then click the arrow icon that appears to accept the request and copy the value.

Notice how the allocated budget of 59.03m has been updated to the requested 80.25m.

Requested adjustment value applied to the data input measure

{% hint style="info" %} Use the column gripper menu for the adjustment measure and select **Remove Adjustment Measure** to hide the adjustment field. {% endhint %} * **Display the adjustment as a scenario:** You can even run simulations before making a decision about applying an adjustment. To assess the impact of an adjustment in the bigger picture, click the **View in Scenario** option.

Inforiver Matrix will automatically create a scenario that contains the recommended adjustment. You can run simulations on your data. If you have edit access to the report, use the **Copy to Base** option to commit your updates. In this case, an adjustment request was placed to increase the "Labour" budget to 200m. The assignee has reduced the budget by 15%.

Running simulations and applying simulated values

Notice how the simulated value of 163.54m has been applied instead of the originally requested budget of 200m.

## **3. Submitting an adjustment for review** This is the third step of the workflow. After applying an adjustment, the assignee should click the **Submit for Review** button. Before resolving the thread, this allows the requester to review whether the assignee has accepted the requested value or recommended a new value.

Submitting an adjustment request for review by the requestor or another associate

The status of the adjustment changes from *To-Do* to *In Review*. The color of the notification icon also changes from red to yellow. Optionally, if you want a second pair of eyes, you can [re-assign the adjustment](#id-5.-re-assigning-adjustments) request to another designated reviewer.

## **4. Resolving a request** This is the final step of the workflow. From the adjustments pane, the requester can choose to resolve the thread if the adjusted value is acceptable. Anyone can re-open the thread if the adjusted value needs to be revised.

The status is changed to resolved, and the adjustment will no longer be flagged in the report.

## **5. Re-assigning adjustments** This is an optional step. Assign an adjustment request to another person by clicking the dropdown arrow against the assignee. Select the new assignee from the dropdown.

Click the dropdown arrow and select a new assignee

## **6. Displaying comments** Click the comments icon -

to see the requested adjustment value and comments associated with the request.

## 7. Managing adjustments You can quickly filter the adjustments assigned to you for review/ adjustments requested by you/ unassigned adjustments by clicking the respective buttons at the top of the adjustments side pane. Users with read/write access to the report will be able to view unassigned adjustment requests as well.

Inforiver Matrix also provides dropdown filters on the status, assignee, and requester fields, to help you streamline adjustment requests. Click the filter icon

to enable the dropdowns. You can filter adjustment requests by status:

Filtering the adjustments based on the status

E.g. You can show all the adjustment requests that are pending.

Filtering adjustments based on the status

Use the **Assigned to** dropdown to filter adjustments based on the assignee. Similarly, you can use the **Assigned by** dropdown to filter adjustments requested by specific people.

Displaying adjustments based on the assignee

--- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.inforiver.com/working-with-inforiver/17.-collaborative-adjustment-workflows.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.