Wiki source code of Client Data Review/Approval/Rejection
Last modified by karimpirani on 2014/07/01 16:48
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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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6 | **Review/Approval/Rejection Workflow Diagram** | ||
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10 | [[image:ECDR 1.PNG||width="100%"]] | ||
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14 | **Review/Approval/Rejection Workflow Procedure** | ||
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16 | 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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18 | [[image:ECDR 2.PNG||width="100%"]] | ||
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23 | 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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25 | Select a survey by double-clicking on the desired item to display a summary view of the survey. | ||
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27 | [[image:ECDR 3.PNG||width="100%"]] | ||
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31 | [[image:client review - toolbar.PNG]] | ||
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33 | The following options are available: | ||
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35 | ~1. **Print**: This will print out the assessment. | ||
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37 | 2. **Reset**: This will reset any changes you made since your last "SAVE." | ||
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39 | 3. **Save**: This saves any edits to the assessment. | ||
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41 | 4. **Approve: **This will mark the survey as "Approved." After a survey is approved, it is no longer editable. | ||
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43 | 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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45 | 6. **Delete**: This will delete the selected assessment. | ||
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48 | 3. All [[Client Data View>>doc:Client Data View]] options are also available. |