Approve Data Entry Forms - Revision history

Alnaucler at 07:11, 18 March 2019

2019-03-18T07:11:32Z

← Older revision		Revision as of 09:11, 18 March 2019
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	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}

	[[Category:~~COO~~]]		[[Category:NAA]]

Dionysia at 19:16, 23 March 2015

2015-03-23T19:16:10Z

← Older revision		Revision as of 21:16, 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.		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 '']]		[[Image:fig42.png\|center\|500px\|''Data Entry Form Editor Window '']]
	<div align="center">		<div align="center">
	''Data Entry Form Editor Window ''		''Data Entry Form Editor Window ''
	</div>		</div></li>
	<ol>		<li>The Approve confirmation window displays.</li>
	<li>~~Click '''~~Approve~~'''~~.<br><br>		<li>Click Close.
	[[File:WB approve confirm.png\|500px\|center]]		[[File:WB approve confirm.png\|500px\|center]]
	<div align="center">		<div align="center">
	''Confirmation ''		''Confirmation ''
	</div>		</div></li>
	~~<li>The Approve confirmation window displays.</li>~~		<li> The status of the Data Entry Form is changed to ''Approved'' and it is no longer visible in the Workbench.</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> The Data Entry Form Editor Window closes.		<li> The Data Entry Form Editor Window closes.
	</ol>		</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]]		[[File:WB Approve required field.png\|500px\|center]]
	<div align="center">		<div align="center">
	''Error message - Required fields''		''Error message - Required fields''
	</div>		</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]]		[[File:WB recon incomplete.png\|500px\|center]]
	<div align="center">		<div align="center">
	''Error message - Reconciliation incomplete''		''Error message - Reconciliation incomplete''
	</div>		</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}}		{{NavBox HowTo Reconcile and Approve}}

	[[Category:COO]]		[[Category:COO]]

Alnaucler at 20:10, 13 March 2015

2015-03-13T20:10:29Z

← Older revision		Revision as of 22:10, 13 March 2015
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	<li> The Data Entry Form Editor Window closes.		<li> The Data Entry Form Editor Window closes.
	</ol>		</ol>


	[[File:WB Approve required field.png\|500px\|center]]		[[File:WB Approve required field.png\|500px\|center]]

Alnaucler at 20:08, 13 March 2015

2015-03-13T20:08:19Z

← Older revision		Revision as of 22:08, 13 March 2015
Line 19:		Line 19:
	</ol>		</ol>

	[[File:WB ~~approve~~ required field.png\|500px\|center]]		[[File:WB Approve required field.png\|500px\|center]]
	<div align="center">		<div align="center">
	''Error message - Required fields''		''Error message - Required fields''

Alnaucler at 20:07, 13 March 2015

2015-03-13T20:07:20Z

← Older revision		Revision as of 22:07, 13 March 2015
Line 1:		Line 1:
	{{note\| To be able to approve a Data Entry Form, your {{IMSMANG}} user account must belong to a User Role that has permission to do so. Contact your {{IMSMANG}} Administrator if you have questions on permissions.}}		{{note\| To be able to approve a Data Entry Form, your {{IMSMANG}} user account must belong to a User Role that has permission to do so. Contact your {{IMSMANG}} Administrator if you have questions on permissions.}}

	During the ''Final review'' i.e. the review by a '''Data Verifier''' it is decided if the contents of the Data Entry Form is good enough ~~for [[Approval]]~~. 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.		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.

	[[Image:fig42.png\|center\|500px\|''Data Entry Form Editor Window '']]		[[Image:fig42.png\|center\|500px\|''Data Entry Form Editor Window '']]
Line 14:		Line 14:
	</div>		</div>
	<li>The Approve confirmation window displays.</li>		<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> The status of the Data Entry Form is changed to ''Approved'' and it is no longer visible in the Workbench.
	<li> The Data Entry Form Editor Window closes.		<li> The Data Entry Form Editor Window closes.
	</ol>		</ol>

			[[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.

			[[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}}		{{NavBox HowTo Reconcile and Approve}}

	[[Category:COO]]		[[Category:COO]]

Alnaucler: Created page with "{{note| To be able to approve a Data Entry Form, your {{IMSMANG}} user account must belong to a User Role that has permission to do so. Contact your {{IMSMANG}} Administrator..."

2015-03-13T19:54:46Z

Created page with "{{note| To be able to approve a Data Entry Form, your {{IMSMANG}} user account must belong to a User Role that has permission to do so. Contact your {{IMSMANG}} Administrator..."

New page

{{note| To be able to approve a Data Entry Form, your {{IMSMANG}} user account must belong to a User Role that has permission to do so. Contact your {{IMSMANG}} Administrator if you have questions on permissions.}}

During the ''Final review'' i.e. the review by a '''Data Verifier''' it is decided if the contents of the Data Entry Form is good enough for [[Approval]]. 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.

[[Image:fig42.png|center|500px|''Data Entry Form Editor Window '']]
<div align="center">
''Data Entry Form Editor Window ''
</div>
<ol>
<li>Click '''Approve'''.<br><br>
[[File:WB approve confirm.png|500px|center]]
<div align="center">
''Confirmation ''
</div>
<li>The Approve confirmation window displays.</li>
<li> The status of the Data Entry Form is changed to ''Approved'' and it is no longer visible in the Workbench.
<li> The Data Entry Form Editor Window closes.
</ol>

{{NavBox HowTo Reconcile and Approve}}

[[Category:COO]]