Changes for page Client Data Review/Approval/Rejection
Last modified by karimpirani on 2014/07/01 16:48
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... ... @@ -1,40 +1,37 @@ 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 - 12 12 13 13 14 - 11 +[[image:ECDR 1.PNG||width="100%"]] 15 15 13 + 14 + 16 16 **Review/Approval/Rejection Workflow Procedure** 17 17 18 18 The supervisor may open a survey for review by first clicking on "Approve CANS" (or other assessment) from the supervisor's homepage. 19 19 20 - 21 21 [[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 - 32 32 [[image:ECDR 3.PNG||width="100%"]] 33 33 30 + 34 34 The following options are available: 35 35 36 -~1. **Approve ** -This will mark the survey as "Approved". After a survey is approved, it is no longer editable.33 +~1. **Approve: **This will mark the survey as "Approved." After a survey is approved, it is no longer editable. 37 37 38 -2. **Reject -This will mark the survey as "Returned." The worker will see this survey in their inbox with this Returned status.35 +2. **Reject:** This will mark the survey as "Returned." The worker will see this survey in their inbox with this Returned status. 39 39 40 40 3. All [[Client Data View>>doc:Client Data View]] options are also available.