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Approve Data Entry Forms from the Workbench

102 bytes added, 20:41, 21 May 2013
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<p>From the Workbench window, you can approve a single field report Data Entry Form or multiple field reports Data Entry Forms at one time. You must have access to the Field Report Data Entry Form Approval permission to approve field reportsData Entry Forms.</p>
{| style="border-top:2px solid lightgray; border-bottom:2px solid lightgray; margin:10px;"
|align="left" style="padding: 5px 10px 5px 10px"| IMSMA currently allows you to approve a field report Data Entry Form that contains no data. Be sure to enter at least one value into your field report Data Entry Form before you approve it.
|}
To approve field reports Data Entry Forms from the Workbench:
<ol>
<li>From the '''Data Entry''' menu, select '''Field ReportsData Entry Forms'''.</li><li>From the '''Field ReportsData Entry Forms''' menu, select '''Workbench'''.</li>
:The Workbench window displays.
<li>Locate the row associated with the field report Data Entry Form you want to approve and determine if the report is ready to be approved. See Table 29 for additional information.</li>
</ol>
{| class="wikitable" width="600"
|-
| align="center" colspan="2" | '''Table 29. Determining if a Field Report Data Entry Form Can Be Approved'''
|-
| width="200pt" | '''If you see this…'''
| width="400pt" | '''It means…'''
|-
| align="center" | [[Image:t29i01.png]] || '''The field report Data Entry Form can be approved.'''#Continue to step 4 in this section to approve the field reportData Entry Form.
|-
| align="center" | [[Image:t29i02.png]] || '''The field report Data Entry Form cannot be approved.'''#Resolve the incomplete reconciliation on the Reconciliation tab of the Field Report Data Entry Form Editor window. See the ''Field Reports Data Entry Forms – [[Reconciling Items]]'' for instructions.#Continue to step 4 in this section to approve the field reportData Entry Form.
|-
| align="center" | [[Image:t29i03.png]] || '''The field report Data Entry Form cannot be approved.'''#Resolve the import issue on the Import Issues tab of the Field Report 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 step 4 in this section to approve the field reportData Entry Form.
|-
| align="center" | [[Image:t29i04.png]] || '''The field report Data Entry Form cannot be approved.'''#Resolve the incomplete reconciliation on the Reconciliation tab of the Field Report Data Entry Form Editor window. See the ''Field Reports Data Entry Forms – [[Reconciling Items]]'' for instructions.#Resolve the import issue on the Import Issues tab of the Field Report 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 step 4 in this section to approve the field reportData Entry Form.
|}
<ol start="4">
<li>Click the row associated with the field report Data Entry Form you want to approve.</li>
</ol>
</div>
<p>Reports that were not approved appear in the Non-Approved Field Reports 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''.</p><p>Field reports Data Entry Forms that were approved appear in the Approved Field Reports Data Entry Forms section of window. The Approval Date column lists the date and time the reports were approved.</p>
<ol start="6">
<li>Click the '''Done''' button.</li>
<li>If a field report Data Entry Form was not approved,</li>
<ol type="a">
<li>Double-click the row associated with the unapproved field report Data Entry Form in the Workbench window.</li>:The Field Report Data Entry Form Editor window displays.<li>Resolve the error on the Reconciliation tab if applicable. See ''Field Reports Data Entry Forms – [[Reconciling Items]]'' 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>
:The Information window displays confirming the field report Data Entry Form was approved.
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