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Approve Data Entry Forms

No change in size, 20:16, 23 March 2015
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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.
<ol><li>Click '''Approve'''.
[[Image:fig42.png|center|500px|''Data Entry Form Editor Window '']]
<div align="center">
''Data Entry Form Editor Window ''
</div><ol/li><li>Click '''The Approve'''confirmation window displays.<br/li><brli>Click Close.
[[File:WB approve confirm.png|500px|center]]
<div align="center">
''Confirmation ''
</div><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>
<li> The Data Entry Form Editor Window closes.
</ol>
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 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.
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.
[[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}}
[[Category:COO]]
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