Changes for page Client Data Review/Approval/Rejection

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• Page properties (1 modified, 0 added, 0 removed)
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Page properties

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1	1	**Reviewing and Approving or Rejecting an Assessment**
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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.
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7	7	**Review/Approval/Rejection Workflow Diagram**
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15	15	**Review/Approval/Rejection Workflow Procedure**
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17	17	The supervisor may open a survey for review by first clicking on "Approve CANS" (or other assessment) from the supervisor's homepage.
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	25	+This will cause the inbox area to display a list of all Submitted assessments from clients assigned to the supervisor's workers.
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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);" %)
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26	26	Select a survey by double-clicking on the desired item to display a summary view of the survey.
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32		-[[image:client review - toolbar.PNG]]
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34	34	The following options are available:
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36		-~1. **Print**: This will print out the assessment.
	36	+~1. **Approve **- This will mark the survey as "Approved". After a survey is approved, it is no longer editable.
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38		-2. **Reset**: This will reset any changes you made since your last "SAVE."
	38	+2. **Reject **- This will mark the survey as "Returned." The worker will see this survey in their inbox with this Returned status.
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40		-3. **Save**: This saves any edits to the assessment.
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42		-4. **Approve: **This will mark the survey as "Approved." After a survey is approved, it is no longer editable.
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44		-5. **Reject:** This will mark the survey as "Returned." The worker will see this survey in their inbox with this Returned status.
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46		-6. **Delete**: This will delete the selected assessment.
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49	49	3. All [[Client Data View>>doc:Client Data View]] options are also available.

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Author

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1		-XWiki.karimpirani

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1		-13.0 KB

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