Wiki source code of Client Data Review/Approval/Rejection
Version 8.1 by karimpirani on 2014/06/25 17:56
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| author | version | line-number | content |
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| 1 | **Reviewing and Approving or Rejecting an Assessment** | ||
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| 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 | **Review/Approval/Rejection Workflow Diagram** | ||
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| 11 | [[image:ECDR 1.PNG||width="100%"]] | ||
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| 15 | **Review/Approval/Rejection Workflow Procedure** | ||
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| 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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| 19 | [[image:ECDR 2.PNG||width="100%"]] | ||
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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 | Select a survey by double-clicking on the desired item to display a summary view of the survey. | ||
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| 28 | [[image:ECDR 3.PNG||width="100%"]] | ||
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| 31 | The following options are available: | ||
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| 33 | ~1. **Approve: **This will mark the survey as "Approved." After a survey is approved, it is no longer editable. | ||
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| 35 | 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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| 37 | 3. All [[Client Data View>>doc:Client Data View]] options are also available. |