Version 9.1 by karimpirani on 2014/06/25 17:58
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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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32 [[image:client review - toolbar.PNG]]
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34 The following options are available:
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36 ~1. **Print**: This will print out the assessment.
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38 2. **Reset**: This will reset any changes you made since your last "SAVE."
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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 3. All [[Client Data View>>doc:Client Data View]] options are also available.