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Approve Data Entry Forms from the Workbench

195 bytes removed, 11:25, 18 March 2019
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<p>From the Workbench window{{Note | To Approve Data Entry Forms, you can approve your {{IMSMANG}} user account must belong to a single User Role that has ''Data Entry Form or multiple Data Entry Forms at one timeApproval'' permission. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
{| style="border-top:2px solid lightgray; border-bottom:2px solid lightgray; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"| You must have access to <p>From the [[Defining RolesWorkbench window, Permissions and Users|you can Approve a single Data Entry Form Approval permission]] to approve or multiple Data Entry Formsat one time.|}
To approve Approve Data Entry Forms from the Workbench:
<ol>
<li>From the '''Data Entry''' menu, select '''Data Entry Forms'''.</li><li>From the '''Data Entry Forms''' menu, select '''Workbench'''.</li>:The Workbench window displays.<li>Locate the row associated with the Data Entry Form you want to approve Approve and determine if the report is ready to be approvedApproved . See the following table for additional information.</li></ol>
{{note| <p>The Import Issues column is not being updated in version 6.0. It may be added again in version 6.1</p>}}
{| class="wikitable" width="600900"
|-
| align="center" colspan="2" | '''Determining if a Data Entry Form Can Be Approved'''
|-
| width="200pt150pt" | '''If you see this…'''| width="400pt750pt" | '''It means…'''
|-
| align="center" | [[Image:t29i01.png]] || '''The Data Entry Form can be approvedApproved.'''#Continue to next step 4 in this section to approve Approve the Data Entry Form.
|-
| align="center" | [[Image:t29i02.png]] || '''The Data Entry Form cannot be approvedApproved.'''#Resolve the The reconciliation information is incomplete reconciliation on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconciling ItemsReconcile]]'' for instructionswhich Actions there are to chose from.#Continue to next step 4 in this section to approve Approve the Data Entry Form.
|-
| align="center" | [[Image:t29i03.png]] || '''The Data Entry Form cannot be approvedApproved.'''
#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 4 in this section to approve Approve the Data Entry Form.
|-
| align="center" | [[Image:t29i04.png]] || '''The Data Entry Form cannot be approvedSpproved.'''#Resolve the The reconciliation information is incomplete reconciliation on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconciling ItemsReconcile]]'' for instructionswhich 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 4 in this section to approve Approve the Data Entry Form.
|}
<ol start="4"><li>Click the row (s) associated with the Data Entry Form (s) you want to approve.</li></ol>{{note|To select multiple Data Entry Forms that are listed one after another, hold down the ['''Shift'''] key and click the range of rows for the Data Entry Forms that you would like to select.To select multiple Data Entry Forms that are not listed after another, hold down the ['''Ctrl'''] key and click the rows for the Data Entry Forms that you would like to select.
{{note| <p>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 rowa Data Entry Form, hold down the ['''Ctrl'''] key and click the row that you would like to deselect.</p>}}
<ol start="5">
<li>Click the '''Approve''' button.</li>
:<li>The Approval Results window displays.</olli>
[[Image:fig63.png|center|500px|''Approval Results Window'']]
</div>
<p>Reports Data Entry Forms that were not approved 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'', ''Required fields Incomplete'', ''Import Error'', and ''Unknown Error''.</p><p>{{note| In order to Approve a Data Entry Form, you should fill in the required fields.}} 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 Data Entry Forms were approvedApproved.</p>
<ol start="6">
<li>Click the '''Done''' button.</li>
<li>If a Data Entry Form was not approved,</li>
<ol type="a">
<li>Double-click the row associated with the unapproved non-approved Data Entry Form in the Workbench window.</li>
:The Data Entry Form Editor window displays.
<li>Resolve the error on the Reconciliation tab if applicable. See ''Data Entry Forms – [[Reconciling ItemsReconcile]]'' for additional information.</li>
<li>Resolve the error on the Import Issues tab if applicable. When complete, check the '''All Import Issues have been resolved''' checkbox.</li>
<li>Click the '''Approve''' button.</li>
:<li>The Information window displays confirming the Data Entry Form was approved.</li>
</ol>
</ol>
 
{{NavBox HowTo Reconcile and Approve}}
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