Journals are used to record business transactions in the accounting records of a business from an enterprise resource planning perspective. Journals are typically used in financial consolidation projects to record closing adjustments. Journals display account amounts and indicate whether the accounts are balanced. In the OneStream app, journals are written to the AdjInput member of the origin dimension.
You can open or create journals from the OnePlace Workflow tab. Select a Workflow Profile, Scenario, Time Period, and then click the journal you want to open.
Journals Overview
The Journals toolbar contains many tools for working with journals. This section describes each tool in detail.
Input Journals
Once in this step, there will be two options under Workflow Journal Templates: Required and Optional. The required Journals will have to be completed before you can move on from this step.
Create Journal
Click this to create a Journal if a template is not available. If this button is disabled, it is because the workflow profile is configured to only allow you to create journals based on existing templates.
Create Journal Using Template
Use this to create a Journal using the selected template. Manually enter the required Journal data and Click Save.
Create Journal Using Excel or Comma Separated Values File
Click this to load a journal entry via Excel template or CSV template. See Loading Journal Data in Collecting Data for more details on using these templates.
Copy Selected Journals
Copy existing journals into other time periods and scenarios. This is useful when you are creating similar journals, managing recurring journals, or copying Actual data into budget or what-if scenarios.
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Select the journals you want to copy and click Copy Selected Journals. You can select journals in any status but when copied, they will be set to Working status in the new time period.
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Click the drop-down arrow in the Target Scenario field.
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Make a selection. The selection applies to all journals in that single-batch copy.
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For each journal, select one or more time periods.
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Type a new journal name and description.
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You can include attachments by placing a check in the Include Attachments checkbox.
Administrators and members of the Journal Process Group can copy journals into a specified Adjustment Workflow Profile.
NOTE: After journals are copied, WfProfile_WfUnit_Scenario_TimePeriod_Index is appended to the journal name.
Delete Selected Item
Delete one or more journals simultaneously. Journals in Working or Rejected status can be deleted. This saves time when you need to remove multiple journal entries quickly and efficiently. Select the boxes next to the journals you want to remove then click this button and confirm.
Reapply Template Settings to Journal
This will clear the data from the selected Journal and return it to the original template.
Show UD Descriptions
Check this checkbox to display descriptions for the eight UD Dimension Types. They will display next to the Dimension Type in the Journal POV and the line item headers. Descriptions are defined in the Application Properties, and can provide clarity on the purpose of the dimensions.
NOTE: This feature applies to the Journal page only. Reports, BRApis and Excel/CSV templates related to journals remain unchanged.
Export
Export journals from within the journals page. This is useful when you are more comfortable using a spreadsheet tool to edit journal data. You can export data from one area in OneStream and import it into another area or application.
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Click Export to open the Select Journals to Export dialog. Workflow profile and scenario are locked.
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Type a Time Filter using the T# syntax. For example, T#2023M1, or for multiple time periods, T#2023M1,T#2023M2.
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Type a Journal Status. Select a single journal status or select All to include all statuses.
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Type a Journal Name. This optional step will find all journals that contain the text you type.
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Click OK to generate an XLSX file with journals that match the selected criteria.
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In the File Explorer dialog, browse to where you want to save the XLSX file. Data from all journals that match the selection criteria is saved.
Journal Entry Checkboxes
Select multiple journal entries in the same state (e.g., completed, posted, approved, etc.) in order to Submit, Post, Approve, or Quick Post them at the same time. Select multiple journal entries in either the Working or Rejected status to delete them at the same time.
Validate
You can ensure that dimension members selected in the journal are valid cube intersections based on constraints configured in the dimension library. If validation errors exist, they will display in a Validation pane allowing you to view them as you make edits to the journal. This helps you save time by validating entries earlier in the process.
You must have the Journal Processing security role to use this feature and dimension member constraints must first be configured in the dimension library.
To use this feature:
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Open a journal that is in Working status.
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Click Validate.
If invalid data is found, the Validation pane will display messages that detail each entry error.
Once a Journal is completed, select Quick Post or Post. When all required Journals and any optional Journals are finished, click Complete Workflow and a green check will appear for the Journals Workflow Step.
Depending on the security configuration, there are multiple options for Journals. If full security is in place, the end user will be able to create and submit. The approver will approve or reject, then the end user can post and complete the Workflow.
Journal Line Items
Journal data is entered into line items. You can add line items to reflect the Dimensions they are adjusting. Any dimensions not in line items must be configured in the Journal POV.
To select a dimension member in journal line items:
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Double-click the Entity, Account, Flow IC, or UD1-UD8 field.
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If you know the member name, type it into the text field. Repeat for all fields as needed.
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If you do not know the member name, use the Select Member dialog to locate the member.
NOTE: If the dimension members have a description, the members are displayed in the journal line items. For each dimension, you can set a preference to hide or show the description in journal line items. These preferences are saved on your local machine in OneStream user settings.
You can filter journal line items by clicking the filter icon in the column headings. A drop-down selection box appears where you can choose from various filtering options.
This is useful when you are working with journals that contain a large amount of line items, making it easier to locate a specific subset of line items.
There are four line item actions buttons that sit just above the line item entries that aid in editing the journal line items:
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Add: Creates a new journal line item. If an existing line is already selected, Add copies the selection. If no line is selected, the new line item is blank.
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Up: Moves the selected item up in the list.
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Down: Moves the selected item down in the list.
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Remove: Deletes the selected line item.
Process
Once in this step, click Process Cube in order to process the loaded data.
This icon performs No Calculate and all the standard Calculate, Translate, and Consolidate options using Calculation Definitions. Each added line item can be filtered by entity for reviewer level processes. Once the Cube is processed, the Process task will change from blue to green and move to the Confirm task. No Calculate can be used to allow the assignment of Data Management Sequences.
Confirm
This step runs the Confirmation Rules defined for this particular Workflow. This will immediately inform users if they have passed or failed the data quality rules. The two types of statuses for this step are Warning or Error. Warning means the user is outside of the threshold, but it will not stop the process. Error means the user is outside of the threshold and this will stop the process and turn this step to red. If anything has failed, revisit one or many of the previous steps to make sure the data is accurate and complete. Once the data has passed all quality rules, the Confirm task will change from blue to green and move to the Certify task.
Certify
This is typically the final step in the Workflow process. This certifies and completes the phase of the Workflow.
Some questions may need to be answered regarding the processes. Click each set of questions under the Questionnaires area. Answer the questions by clicking in the response cell and selecting the correct answer. Comments can also be added in order to explain the answers. The status will be displayed on the right. When this is completed, click on the Set Questionnaire Status icon and select Completed and then OK.
After each group of questions is completed, the Set Certification Status icon will be enabled. Click this and select Certify in order to certify the data as complete and accurate. This will give the final green check for the month being processed and the data can now be trusted as complete and accurate by any stakeholder that is analyzing this information.
This is a one click option to expedite the Certify process. No questions need to be answered. This will give the final green check for the month being processed and the data can now be trusted as complete and accurate by any stakeholder that is analyzing this information.
This data can now be used for Consolidations by users or managers responsible for this workflow. They can look at data as it moves up and perform their own top side adjustments, confirmations, and certifications at as many levels as is appropriate for the organization.
Click on Dependent Status to see the status of each required Workflow task to ensure they are all completed. This will display the Workflow Profile name and all input types, the Workflow Channel, the status of each input type, the last step completed for each input type, the percentage of each step that is OK, In Process, Not Started, and steps with errors, and a record of when the last activity took place for each step. See Right-Click Options for details on these right-click functions.
For more details on Workflow, see Workflow in Workflow.
Multi-Period Processing
Click on the Year in the Navigation Pane to enact Multi-Period Processing options:
From here, perform multiple workflow tasks for one to many time periods, as shown above.
Analysis Pane
In each workflow profile for a defined period there will be an Analysis Pane under the Status Pane. For example: under Process, Confirm, and Certify tasks.
Cube Views and Dashboards for Analysis
This is where data can be viewed and analyzed in cube views and dashboards. If there is a grid in any dashboard or cube view, these are available for further drill down or annotation by right clicking the cell. See Using OnePlace Cube Views and Using OnePlace Dashboards for more details.
To view the Cube Calculation Status, click on Cube Views| Calculation Status to show a data grid presenting the Calculation Status of the current active Workflow POV. This will be available at the total Monthly (not an Origin process) Review, Process, or Certify tasks. See Calculation Status in About the Financial Model for more details on this feature.
Intercompany Matching
IC Matching which will show any Intercompany discrepancies. If the button is red in the status column, click the item to see the details. Each Intercompany counterparty will be visible along with counterparties with an Intercompany variance. By clicking on the counterparty, details including the Reporting Currency, Entity Currency, and Partner Currency will be visible.
Select the Intercompany Partner to see the status of the Intercompany issue and any annotations the partner may have made. Select the Difference row to see both parties’ statuses and annotations.
A red triangle indicator displays in the cell when data is dynamically derived. This generally occurs when the intercompany matching report performs currency translations.
Right click on the Entity row to perform the following functions:
Set IC Transaction Status
This allows the user to update the status by selecting Not Started, Loaded, Adjusting, Disputed, Finalized. The user may also include comments for the counterparty to see.
Show Partner Workflow Status
This allows the user to see the Workflow status of the counterparty.
Show/Hide Dimension Details
This allows the user to see the Dimension details for the Intercompany accounts.
Drill Down
This will allow the user to drill down on the Dimensions in order to get more information about the Intercompany data.
See Drill Down in Using OnePlace Cube Views for more details on this feature.
See Intercompany Eliminations in About the Financial Model for more details on Intercompany.
Journals Overview
There are three ways to create a journal as shown in the image below.
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Create Journal: Create a new blank journal.
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Create Journal Using Selected Template: Create a new journal based on the selected template.
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Create Journal Using File: Create a new journal using data from either an Excel file or a CSV file.
In the following sections, you will create journals using the three methods listed above.
Journals Overview › Create a New Journal
To display the Journals toolbar and create a new blank journal:
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In the OneStream app, click the OnePlace tab.
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Click Workflow to expand.
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Click the existing Workflow Profile to change it if necessary.
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In the Select Workflow View dialog, click the Workflow Profile tab and make a selection.
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Click the Scenario tab and make a selection.
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Click the Year tab and make a selection.
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Click OK.
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Expand the period tree, locate the time period, and click Journals.
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On the Journals toolbar, click Create Journal.
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In the Journal Properties editor, under General, type a name for the new journal.
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Under Journal, set properties as needed.
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Under Point of View, set properties as needed.
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Click Save. The new journal is added to the Journals pane to the right of the journal properties section.
Journals Overview › Create a New Journal
Templates can be built for journals to accelerate repetitive journal creation. They allow for control over which properties are configured by the user. They can be used to create new journals.
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In the OneStream app, click the OnePlace tab.
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Click Workflow to expand.
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Click the existing Workflow Profile to change it if necessary.
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In the Select Workflow View dialog, click the Workflow Profile tab and make a selection.
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Click the Scenario tab and make a selection.
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Click the Year tab and make a selection.
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Click OK.
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Expand the period tree, locate the time period, and click Journals.
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In the Workflow Journal Templates pane, click a journal template to select. This will be the journal on which you will base the template.
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On the Journals toolbar, click Create Journal Using Selected Template. It will automatically be given a name but you can change this if necessary.
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Under Journal Template, set properties as needed.
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Under Journal, set properties as needed.
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Under Point of View, set properties as needed.
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Click Save. The new journal is added to the Journals pane to the right of the journal properties section.
Journals Overview › Create a New Journal
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In the OneStream app, click the OnePlace tab.
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Click Workflow to expand.
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Click the existing Workflow Profile to change it if necessary.
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In the Select Workflow View dialog, click the Workflow Profile tab and make a selection.
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Click the Scenario tab and make a selection.
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Click the Year tab and make a selection.
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Click OK.
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Expand the period tree, locate the time period, and click Journals.
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On the Journals toolbar, click Create Journal Using Excel (xlsx) or Comma Separated Values (csv) File.
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In the Open dialog, browse to the file and click Open.
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Under Journal Template, set properties as needed.
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Under Journal, set properties as needed.
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Under Point of View, set properties as needed.
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Click Save. The new journal is added to the Journals pane to the right of the journal properties section.
Journals Overview
You can open any journals you have created from the Journals pane in the OneStream app.
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In the OneStream app, click the OnePlace tab.
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Click Workflow to expand.
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Click the existing Workflow Profile to change it if necessary.
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In the Select Workflow View dialog, click the Workflow Profile tab and make a selection.
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Click the Scenario tab and make a selection.
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Click the Year tab and make a selection.
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Click OK.
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Expand the period tree, locate the time period, and click Journals.
The Workflow Journal Templates pane and the Journals pane display.
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In the Journals pane, click the journal you would like to view. You can new set journal properties as needed and enter line items into the journal.
Journals Overview
Loading Journal Data
Journal Excel Template
When loading journal entries via Excel a specific template must be created to determine the journal properties, the Dimensions to which the entries are being made, and the debit and credit amounts.
OneStream reads this template using a specific Named Range which is explained later in this section. Ensure the following information is included in the Named Range.
Property Tokens
The first eleven rows of the Named Range in the Excel template must include the following token definitions:
Template Name
Enter a template name is applicable. If this is a free form journal, leave this blank.
Name
Enter the name of the journal.
Description
If desired, enter a description for the journal.
Journal Type*
Standard or Auto-reversing. Allocation is not supported for Excel or CSV import.
Balance Type*
Balanced, Balanced by Entity, or Unbalanced
Is Single Entity*
True or False
Entity Filter*
Use a Member Filter to specify the Entities used with this journal.
Consolidation Member
Enter the specific currency or Local Member of Consolidation.
Workflow Name
Enter the Journal Workflow name. For example, if the name of the Workflow Profile is Houston, and the Adj input type is named Journals, enter Houston.Journals.
Workflow Scenario
Enter the Workflow Scenario or make the template dynamic by entering the |WFScenario| Substitution Variable.
Workflow Time
Enter the Workflow Time or make the template dynamic by entering the |WFTime| Substitution Variable. Workflow Time support two fields. The available cell immediately to the right is option representing the CubeTimeName. This field can be used when the Scenario’s Workflow Tracking Frequency is Yearly, and the Input Frequency is Monthly. For example, the Workflow Time would be |WFTime| or 2019 and the CubeTimeName would be the period to post, 2019M7.
When Tracking Frequency is Yearly and Input Frequency is Monthly:
*See Journal Templates Data Collection for details on these Journal properties.
Dimension Tokens
Next, create the Dimension Tokens necessary to load the journal to the correct Dimensions in OneStream. The Dimension tokens need to be the column header for each data row. The standard tokens used determine the Cube, Entity, Parent, Account, Flow, Intercompany, the User Defined Members, and a Label if needed. Refer to Loading Stage Data for the syntax. The journal specific tokens are as follows:
AMTDR#
This indicates the debited amount.
AMTCR#
This indicates the credited amount.
Header Abbreviations
Static Value
Use :[] to fix a specific Member to the entire column creating a Static Value for the specified Source Dimension. For example, F#:[None] imports the None Flow Member for every Flow row within the Named Range. This syntax applies to all Dimension Tokens.
After the Dimension Tokens are setup, enter the data in the corresponding column.
Template Example:
The final step is to create a XFJ Named Range making sure to include the definition of each property, the Dimension tokens, and the data rows. The Named Range must begin with XFJ for OneStream to read and load it correctly. Multiple XFJ Named Ranges can be used within the template over multiple tabs.
NOTE: Loading of Journal Templates or previously exported Journal data only requires a Parent (P#) column value to be populated if the target Consolidation dimension member being updated is OwnerPreAdj or OwnerPostAdj. Otherwise, this entry can be left blank.
Named Range Example:
NOTE: The Named Range only covers each property definition.
Journal CSV Template
To set up a CSV template for a Journal, the Header and Detail values must be specified.
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Column A Specifies Row Type
In the first two rows of Column A, create two Row Type Parameters specifying the Header and the Detail. In the example above, !RowType (H=Header) and !RowType (D=Detail) are used to tag the corresponding rows with H or D identifying where the Header and Detail information is located in the CSV file. -
Row One Specifies the Headers
After the Header Parameter is configured, enter the Journal Column Headers. The required Journal Headers are JournalName, OrigniatingTemplateName, JournalDescription,JournalType, JournalBalanceType, IsSingleEntity, EntityMemberFilter, ConsName, WFProfileName, WFScenarioName, WFTimeName and CubeTimeName. For more details on these, refer to the Journal Excel Template. -
Row Two Specifies the Details
After the Detail Parameter is configured, enter the Journal Detail Headers. The required Journal Detail Headers are JournalName, CubeName, EntityName, ParentName, AccountName, FlowName, ICName, all UDNames, DebitAmount, CreditAmount, and LineDescription. For more details on these, refer to Journal Excel Template.
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Header and Detail Tags
The Journal data is driven by how each row in column A is tagged. Any rows tagged with H load as the Headers and any row tagged with D load as the details.
Loading Journal Details via Workflow
After the template is configured, users can load it directly into OneStream during the Workflow process. While the Journal Input type is selected, click the 
icon in the Journal toolbar. This lets you select the desired Excel or CSV template and load it into OneStream. After the file is loaded, the journal line items will appear in the journal and the user can save it to the Cube.
Extracting/Loading Journal Details via BRApi
Users can export journal details into a CSV or XSLX file and load journals from a CSV or XSLX file by configuring an Extensibility Business Rule. This allows journal details to be extracted from one application and loaded into another. Users can also extract the journal, make changes, and re-load.
Extract Journals to CSV
Use BRApi.Journals.Data.ExportJournalstoCSV and define the session, filepath, Workflow Profile, Scenario, Time Filter, and Journal Status.
BRApi.Journals.Data.ExportJournalsToCsv(si, filePath, "Houston", "Actual", "T#|WFYear|.Base", "Posted")
Extract Journals to XSLX
Export journals associated with defined parameters to an XSLX file using the ExportJournalsToXSLX BRApi. It is sometimes easier to read and modify journal data in an XSLX format as compared to CSV files that are generated by the ExportJournalsToCSV BRApi. Use the parameters listed in the following table.
| Parameter | Description |
|---|---|
| si | Session information |
| serverFilePath | Name and location to save the file |
| wfProfileName | Name of the Workflow Profile |
| wfScenarioName | Name of the Scenario |
| wfTimeMemberFilter |
Filters workflow profile times. For example, if the scenario's Workflow Tracking Frequency is set to Quarterly, and Input Frequency is set to Monthly, the filter searches for journals associated with the Workflow Tracking Frequency. Time must be prefixed with T#. You can type a comma separated list of times such as T#2022H1, T#2022H2. |
| journalName | Filters journals that contain the specified text |
| journalStatus | Status of the journal. You can search by status or use All to return all statuses. You cannot type a comma separated list. |
The following code example uses the ExportJournalsToXslx BRApi:
Load Example
Use BRApi.Journals.Data.ImportAndProcessJournals and define the session, filepath, and journal tasks to complete upon loading the journal details.
'BRApi.Journals.Data.ImportAndProcessJournals(si, filePath, save, submit, approve, post, unpostAndOverwrite, throwOnError)
Journals Overview
You can delete journals that you no longer use or need.
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Navigate to the journal you would like to delete:
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In the OneStream app, click the OnePlace tab.
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Click Workflow to expand.
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Click the existing Workflow Profile to change it if necessary.
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In the Select Workflow View dialog, click the Workflow Profile tab and make a selection.
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Click the Scenario tab and make a selection.
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Click the Year tab and make a selection.
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Click OK.
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Expand the period tree, locate the time period, and click Journals.
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In the Journals pane, place a tick into the box next to the journal you want to delete. You can delete more than one journal at a time by ticking all of the necessary boxes.
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Click Delete Selected Item.
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In the confirmation dialog, click Yes.
Journals Overview
After you have created or opened a journal and entered data into the ledger, there are several actions you can perform on the journal.
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Validate a journal: Ensure that data is correct and that cube intersections are valid.
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Reject a journal: Discard the journal data.
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Quick post a journal: Apply the journal data to the associated cube.
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Unpost: Remove the journal data from the associated cube.
In the following sections, you will move a journal through the above processes.
Journals Overview › Process a Journal
You can ensure that dimension members selected in the journal are valid cube intersections based on constraints configured in the dimension library. If validation errors exist, they will display in a Validation pane so that you can view them and make edits to the journal. This helps you save time by validating entries earlier in the process.
NOTE: You must have the Journal Processing security role to use this feature and dimension member constraints must first be configured in the dimension library.
To validate a journal:
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Open the journal that you would like to validate.
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Click Validate.
Journal data will be evaluated and if invalid data is found, the Validation pane will display a message that details each entry error.
Journals Overview › Process a Journal
You can reject a journal after it has been submitted for approval.
To reject a journal:
- Open the journal that you would like to reject.
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Click Reject.
The journal status changes to Rejected.
Journals Overview › Process a Journal
Posting a journal in the OneStream app means adding the ledger data into the associated cube, similar to moving transaction data into a general ledger.
To post journal data:
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Open the journal that you would like to post.
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Enter line item journal data as necessary.
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Optional. If you would like to post more than one journal at a time, select the journals in the Journals pane by placing a tick in the selection box next to the journals.
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Click Quick Post. A green checkmark next to the journal in the Journals pane indicates the journal has been posted.
Journal data is moved into the associated cube.
Journals Overview › Process a Journal
Unposting a journal in the OneStream app means removing the ledger data from the associated cube.
To unpost journal data:
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Open the journal that you would like to unpost.
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Optional. If you would like to unpost more than one journal at a time, select the journals in the Journals pane by placing a tick in the selection box next to the journals.
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Click Unpost. The green checkmark next to the journal in the Journals pane is removed, indicating the journal has been unposted.
Journal data is removed from the associated cube.
Journals Overview
Create pre-set Journal Templates in Journal Template Groups. After the Journal Template Groups are created, they are organized into Journal Template Profiles and then assigned to Workflow Profiles. For more details on Profiles, see Form Template Profiles.
Journal details can also be loaded via an Excel or CSV template. See "Loading Journal Data" in Collecting Data for more information.
Journals Overview › Journal Templates
This section includes various journal template properties.
General
Name
Name of the journal template.
Description
A detailed description of the journal template.
Journal Template
Journal Template Type
A journal template can either be standard or auto approved. If auto approved, a user can create a journal from the template with limited editing ability meaning permission to change name, description, and so forth. After pressing Save, the line items are validated, and the journal skips the approval process and becomes approved.
If the journal needs to be edited, it is handled like any other journal from that point forward. Someone in the Approve Journals group must reject it for the original user to edit it. Then, the regular Submit, Approve steps will occur. This approach is needed because the person who created the auto approved template only pre-approved certain numbers to be put in the system.
The user does not need to be in the ApproveJournals security group to do this. They only need to be in the ProcessJournals security group which is normally the group for end users to save or submit journals.
Journal Template Group
This displays the journal template group that was created under the new template.
Journal Requirement Level
This setting works together with Frequency and determines when a journal is required. The options available are Not Used (anymore), Optional, or Required.
Journal Frequency
All Time Periods
This allows the journal to display every period.
Monthly
This allows the journal to display every month. If this is for a weekly application, it will display the last week of each month.
Quarterly
This allows the journal to display every quarter, or four times a year.
Half Yearly
This allows the journal to display two times a year; once in June and December.
Yearly
This allows the journal to display once a year in December.
Member Filter
This turns on the Frequency Member filter and then the filters can be defined in that section. For example, if this journal only needs to be completed in September, use the filter T#WFYearM9.
Frequency Member Filter
This becomes available when Member Filter is chosen in the Forms Frequency options above, otherwise this is gray for all the others. The purpose of this option is to allow the ability to filter by time.
The following settings control what the user can modify when creating a journal. Settings are True or False.
Can Change Journal Settings
Can Change Journal POV
Can change Journal Line Items
Can change Journal Amounts
Journal
Journal Type
The options are Standard, Auto Reversing, or Allocation. When posting an Auto Reversing journal, the auto reversal journal is automatically created in the next time period and set to the Approved state. The Auto Reversal journal has all the debits and credits reversed.
When un-posting an Auto Reversing journal, check to make sure the auto reversal is not posted first. Ifnot, delete the Auto Reversal journal from the next time period and un-post.
An Allocation journal can be set up to perform simple or more intricate allocations, such as creating the weighting of the allocation, previewing the actual allocation entries, and un-posting them if they need to be run again.
Journal Balance Type
Balanced
The entire set of journal lines must balance between the debits and credits.
Balance by Entity
Debits and credits in a multi-Entity journal must balance for each entity.
Unbalanced
Balance check will not be performed. This is normally used for one-sided journals.
Is Single Entity
If True, the entity name is entered in the Journal POV and all journal lines relate to this one entity. If False, the Cube, Entity and Parent columns must be filled out for every line in the journal instance.
Entity Member Filter
This Member Filter will help limit the list of entities presented to the user in the Journal POV and journal lines.
Point of View
In order to limit the amount of setup for every journal line, the items that remain constant (e.g. Flow = None) can be set in the Journal POV instead of in every line Item.
TIP: A Journal template can be repeated on a regular basis if values are placed in the journal lines and journal’s settings require repeating upon a certain frequency.
Journals Overview › Journal Templates
Journals Overview › Journal Templates
Access Group
Members of this group have access to the Journal Template group
Maintenance Group
Members of this group have the authority to maintain the Journal Template group
NOTE: Click 
to use the Security page to modify users and groups before assigning them. Click 
and begin typing the name of the group. As the first few letters are typed, groups are filtered making it easier to find and select the desired group. Select the group, press CTRL and then double-click.