Last modified by karimpirani on 2014/07/01 16:48
From version Icon 2.1 Icon
edited by karimpirani
on 2014/06/19 16:20
Change comment: There is no comment for this version
To version Icon 9.1 Icon
edited by karimpirani
on 2014/06/25 17:58
Change comment: There is no comment for this version

Summary

Details

Icon Page properties
Content
... ... @@ -1,39 +1,49 @@
1 1  **Reviewing and Approving or Rejecting an Assessment**
2 2  
3 -
4 -
5 5  After an assessment has been filled out and submitted by a worker, the worker's supervisor will have the opportunity to review it for completeness and accuracy. If the supervisor finds the survey sufficiently complete and accurate, s/he can approve it. If the supervisor finds the survey insufficiently complete or accurate, s/he can reject it. In this latter case, the survey will be marked as "Returned" on the worker's View All (CANS/ANSA) inbox.
6 6  
7 -
8 8  
6 +
9 9  **Review/Approval/Rejection Workflow Diagram**
10 10  
11 -[[image:Missing.png||height="367" width="800"]]
12 -
13 13  
14 14  
15 -
11 +[[image:ECDR 1.PNG||width="100%"]]
16 16  
13 +
14 +
17 17  **Review/Approval/Rejection Workflow Procedure**
18 18  
19 19  The supervisor may open a survey for review by first clicking on "Approve CANS" (or other assessment) from the supervisor's homepage.
20 20  
21 -[[image:Missing.png||height="261" width="800"]]
19 +[[image:ECDR 2.PNG||width="100%"]]
22 22  
23 23  
24 24  
25 -This will cause the inbox area to display a list of all Submitted assessments from clients assigned to the supervisor's workers.
26 26  
27 -
24 +This will cause the inbox area to display a list of all Submitted assessments from clients assigned to the supervisor's workers.(% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)
28 28  
29 29  Select a survey by double-clicking on the desired item to display a summary view of the survey.
30 30  
31 -[[image:Missing.png||height="408" width="799"]]
28 +[[image:ECDR 3.PNG||width="100%"]]
32 32  
30 +
31 +
32 +[[image:client review - toolbar.PNG]]
33 +
33 33  The following options are available:
34 34  
35 -~1. **Approve **- This will mark the survey as "Approved". After a survey is approved, it is no longer editable.
36 +~1. **Print**: This will print out the assessment.
36 36  
37 -2. **Reject **- This will mark the survey as "Returned." The worker will see this survey in their inbox with this Returned status.
38 +2. **Reset**: This will reset any changes you made since your last "SAVE."
38 38  
40 +3. **Save**: This saves any edits to the assessment.
41 +
42 +4. **Approve: **This will mark the survey as "Approved." After a survey is approved, it is no longer editable.
43 +
44 +5. **Reject:** This will mark the survey as "Returned." The worker will see this survey in their inbox with this Returned status.
45 +
46 +6. **Delete**: This will delete the selected assessment.
47 +
48 +
39 39  3. All [[Client Data View>>doc:Client Data View]] options are also available.
Icon ECDR 1.PNG
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.karimpirani
Size
... ... @@ -1,0 +1,1 @@
1 +109.7 KB
Content Icon
Icon ECDR 2.PNG
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.karimpirani
Size
... ... @@ -1,0 +1,1 @@
1 +56.0 KB
Content Icon
Icon ECDR 3.PNG
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.karimpirani
Size
... ... @@ -1,0 +1,1 @@
1 +55.0 KB
Content Icon
Icon client review - toolbar.PNG
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.karimpirani
Size
... ... @@ -1,0 +1,1 @@
1 +13.0 KB
Content Icon