Approve Data Entry Forms from the Workbench

Revision as of 18:55, 17 January 2014 by Laura (talk | contribs) (Version 6.0)

From the Workbench window, you can approve a single Data Entry Form or multiple Data Entry Forms at one time. You must have access to the Data Entry Form Approval permission to approve Data Entry Forms.

To approve Data Entry Forms from the Workbench:

  1. From the Data Entry menu, select Data Entry Forms.
  2. From the Data Entry Forms menu, select Workbench.
  3. The Workbench window displays.
  4. 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.
Note.jpg

The Import Issues column is not being updated in version 6.0. It may be added again in version 6.1

Determining if a Data Entry Form Can Be Approved
If you see this… It means…
T29i01.png The Data Entry Form can be approved.
  1. Continue to step 4 in this section to approve the Data Entry Form.
T29i02.png The Data Entry Form cannot be approved.
  1. Resolve the incomplete reconciliation on the Reconciliation tab of the Data Entry Form Editor window. See the Data Entry Forms – Reconciling Items for instructions.
  2. Continue to step 4 in this section to approve the Data Entry Form.
T29i03.png The Data Entry Form cannot be approved.
  1. Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
  2. Check the All Import Issues have been resolved checkbox on the Import Issues tab and click the Save button.
  3. Continue to step 4 in this section to approve the Data Entry Form.
T29i04.png The Data Entry Form cannot be approved.
  1. Resolve the incomplete reconciliation on the Reconciliation tab of the Data Entry Form Editor window. See the Data Entry Forms – Reconciling Items for instructions.
  2. Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
  3. Check the All Import Issues have been resolved checkbox on the Import Issues tab and click the Save button.
  4. Continue to step 4 in this section to approve the Data Entry Form.
  1. Click the row associated with the Data Entry Form you want to approve.
Note.jpg

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.

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.

To deselect an item record’s row, hold down the [Ctrl] key and click the row that you would like to deselect.

  1. Click the Approve button.
  2. The Approval Results window displays.
Figure 63. Approval Results Window

Figure. Approval Results Window

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.

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.

  1. Click the Done button.
  2. If a Data Entry Form was not approved,
    1. Double-click the row associated with the unapproved Data Entry Form in the Workbench window.
    2. The Data Entry Form Editor window displays.
    3. Resolve the error on the Reconciliation tab if applicable. See Data Entry Forms – Reconciling Items for additional information.
    4. Resolve the error on the Import Issues tab if applicable. When complete, check the All Import Issues have been resolved checkbox.
    5. Click the Approve button.
    6. The Information window displays confirming the Data Entry Form was approved.

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