Difference between revisions of "Approve Data Entry Forms"
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{{note| To be able to approve a Data Entry Form, your {{IMSMANG}} user account must belong to a User Role that has permission to do so. Contact your {{IMSMANG}} Administrator if you have questions on permissions.}} | {{note| To be able to approve a Data Entry Form, your {{IMSMANG}} user account must belong to a User Role that has permission to do so. Contact your {{IMSMANG}} Administrator if you have questions on permissions.}} | ||
| − | During the ''Final review'' i.e. the review by a '''Data Verifier''' it is decided if the contents of the Data Entry Form is good enough | + | During the ''Final review'' step of the [[Approve | Approval workflow]] i.e. the review by a '''Data Verifier''' it is decided if the contents of the Data Entry Form is good enough to be Approved. When the Data Quality is good enough the Data Entry Form may be '''Approved'''. The Approval will trigger an update of an existing item (Summary) or creating of a new item depending of chosen Action. |
[[Image:fig42.png|center|500px|''Data Entry Form Editor Window '']] | [[Image:fig42.png|center|500px|''Data Entry Form Editor Window '']] | ||
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</div> | </div> | ||
<li>The Approve confirmation window displays.</li> | <li>The Approve confirmation window displays.</li> | ||
| + | <li>Click Close.</li> | ||
<li> The status of the Data Entry Form is changed to ''Approved'' and it is no longer visible in the Workbench. | <li> The status of the Data Entry Form is changed to ''Approved'' and it is no longer visible in the Workbench. | ||
<li> The Data Entry Form Editor Window closes. | <li> The Data Entry Form Editor Window closes. | ||
</ol> | </ol> | ||
| + | |||
| + | [[File:WB approve required field.png|500px|center]] | ||
| + | <div align="center"> | ||
| + | ''Error message - Required fields'' | ||
| + | </div> | ||
| + | If any data fields in the Data Entry Form that is set to be required are not filled in, you will be notified and these fields need to filled in before the Data Entry Form may be Approved. | ||
| + | |||
| + | [[File:WB recon incomplete.png|500px|center]] | ||
| + | <div align="center"> | ||
| + | ''Error message - Reconciliation incomplete'' | ||
| + | </div> | ||
| + | |||
| + | If the Reconciliation tab is not populated correctly or incompletely, you will be notified and it has to be corrected before the Data Entry Form may be Approved. | ||
{{NavBox HowTo Reconcile and Approve}} | {{NavBox HowTo Reconcile and Approve}} | ||
[[Category:COO]] | [[Category:COO]] | ||
Revision as of 21:07, 13 March 2015
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To be able to approve a Data Entry Form, your IMSMANG user account must belong to a User Role that has permission to do so. Contact your IMSMANG Administrator if you have questions on permissions. |
During the Final review step of the Approval workflow i.e. the review by a Data Verifier it is decided if the contents of the Data Entry Form is good enough to be Approved. When the Data Quality is good enough the Data Entry Form may be Approved. The Approval will trigger an update of an existing item (Summary) or creating of a new item depending of chosen Action.
Data Entry Form Editor Window
- Click Approve.
Confirmation
- The Approve confirmation window displays.
- Click Close.
- The status of the Data Entry Form is changed to Approved and it is no longer visible in the Workbench.
- The Data Entry Form Editor Window closes.
Error message - Required fields
If any data fields in the Data Entry Form that is set to be required are not filled in, you will be notified and these fields need to filled in before the Data Entry Form may be Approved.
Error message - Reconciliation incomplete
If the Reconciliation tab is not populated correctly or incompletely, you will be notified and it has to be corrected before the Data Entry Form may be Approved.
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