Changes for page Client Data Review/Approval/Rejection
Last modified by karimpirani on 2014/07/01 16:48
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... ... @@ -1,37 +1,39 @@ 1 1 **Reviewing and Approving or Rejecting an Assessment** 2 2 3 + 4 + 3 3 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. 4 4 7 + 5 5 6 - 7 7 **Review/Approval/Rejection Workflow Diagram** 8 8 11 +[[image:Missing.png||height="367" width="800"]] 12 + 9 9 10 10 11 - [[image:ECDR1.PNG||width="100%"]]15 + 12 12 13 - 14 - 15 15 **Review/Approval/Rejection Workflow Procedure** 16 16 17 17 The supervisor may open a survey for review by first clicking on "Approve CANS" (or other assessment) from the supervisor's homepage. 18 18 19 -[[image: ECDR 2.PNG||width="100%"]]21 +[[image:Missing.png||height="261" width="800"]] 20 20 21 21 22 22 25 +This will cause the inbox area to display a list of all Submitted assessments from clients assigned to the supervisor's workers. 23 23 24 - Thiswill 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);" %)27 + 25 25 26 26 Select a survey by double-clicking on the desired item to display a summary view of the survey. 27 27 28 -[[image: ECDR 3.PNG||width="100%"]]31 +[[image:Missing.png||height="408" width="799"]] 29 29 30 - 31 31 The following options are available: 32 32 33 -~1. **Approve :**This will mark the survey as "Approved." After a survey is approved, it is no longer editable.35 +~1. **Approve **- This will mark the survey as "Approved". After a survey is approved, it is no longer editable. 34 34 35 -2. **Reject :** This will mark the survey as "Returned." The worker will see this survey in their inbox with this Returned status.37 +2. **Reject **- This will mark the survey as "Returned." The worker will see this survey in their inbox with this Returned status. 36 36 37 37 3. All [[Client Data View>>doc:Client Data View]] options are also available.
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