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To Approve Data Entry Forms, your IMSMANG user account must belong to a User Role that has Data Entry Form Approval permission. Contact your IMSMANG Administrator if you have questions on permissions.
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From the Workbench window, you can Approve a single Data Entry Form or multiple Data Entry Forms at one time.
To Approve Data Entry Forms from the Workbench:
- Locate the row associated with the Data Entry Form you want to Approve and determine if the report is ready to be Approved . See the following table for additional information.
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The Import Issues column is not being updated in version 6.0. It may be added again in version 6.1
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Determining if a Data Entry Form Can Be Approved
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If you see this…
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It means…
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The Data Entry Form can be Approved.
- Continue to next step to Approve the Data Entry Form.
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The Data Entry Form cannot be Approved.
- The reconciliation information is incomplete on the Reconciliation tab of the Data Entry Form Editor window. See the Data Entry Forms – Reconcile for which Actions there are to chose from.
- Continue to next step to Approve the Data Entry Form.
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The Data Entry Form cannot be Approved.
- Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
- Check the All Import Issues have been resolved checkbox on the Import Issues tab and click the Save button.
- Continue to next step in to Approve the Data Entry Form.
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The Data Entry Form cannot be Spproved.
- The reconciliation information is incomplete on the Reconciliation tab of the Data Entry Form Editor window. See the Data Entry Forms – Reconcile for which Actions there are to chose from.
- Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
- Check the All Import Issues have been resolved checkbox on the Import Issues tab and click the Save button.
- Continue to next step to Approve the Data Entry Form.
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- Click the row(s) associated with the Data Entry Form(s) you want to approve.
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To select multiple item records that are listed one after another, hold down the [Shift] key and click the range of rows for the records that you would like to select.</p>
<p>To select multiple item records that are not listed after another, hold down the [Ctrl] key and click the rows for the records that you would like to select.</p>
<p>To deselect an item record’s row, hold down the [Ctrl] key and click the row that you would like to deselect.</p>
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- Click the Approve button.
- The Approval Results window displays.
<p>Reports that were not approved appear in the Non-Approved Data Entry Forms section of the Approval Results window. The Non-Approval column lists the reasons they were not approved. Possible reasons include
Reconciliation Incomplete,
Import Error, and
Unknown Error.
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In order to approve a Data Entry Form, you should fill in the mandatory fields, which in case of Inspiration templates are Form ID, Object ID and Date of information
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Data Entry Forms that were approved appear in the Approved Data Entry Forms section of window. The Approval Date column lists the date and time the reports were approved.
- Click the Done button.
- If a Data Entry Form was not approved,
- Double-click the row associated with the unapproved Data Entry Form in the Workbench window.
- The Data Entry Form Editor window displays.
- Resolve the error on the Reconciliation tab if applicable. See Data Entry Forms – Reconcile for additional information.
- Resolve the error on the Import Issues tab if applicable. When complete, check the All Import Issues have been resolved checkbox.
- Click the Approve button.
- The Information window displays confirming the Data Entry Form was approved.