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Use the Approval screen to approve or reject the selected metric set's data for the current period.

Depending on your setup, the Approval step may be called Approval or some other name.

Prerequisites

The metric set has an Approval step (if there is no Approval step, the metric set moves directly from Data Entry to Completed status), and you are assigned to the active Approval workflow step. The yellow arrow in the Metric Sets table indicates that you are assigned to the active step.

Features

You can do the following in the Approval screen:

  • You can review and approve or reject entered data by clicking the yellow arrow on the active step and displaying the Approval screen. As part of the approval, use the Add a note screen to capture comments for the Approval Log.

    Approve accepts the data and moves it forward in the workflow process. Reject rejects the data and moves it backward in the workflow process. The metric set moves forward or backward as follows:

    • If approved, the metric set moves forward to the next step in the process. If the next step is another Approval step, then that reviewer must either approve or reject the data. If the next step completes the workflow, the data is ready for the Entry and Approval administrator to load it into the PAS model.

    • If rejected, the metric set moves back to the previous step in the process. If the previous step is the Data Entry step, the metric set is returned for a new round of data entry. If the previous step is an Approval step, the metric set is returned to the previous reviewer. This reviewer can in turn either reject the data or approve it again.

    You can also use the Historical Data link to see data from previous periods and the Approval Log link to see the progress of the metric set through the workflow process. You do not have permission to enter or update data when it is in the Approval step.

  • You can view the Approval Log, which shows the full audit trail of the selected metric set, by clicking Approval Log. The log captures detailed user interactions, including time stamps for approval, rejection and uploading of metrics.

  • You can get an overview of the metric set's historical data.

Note Note

In the table, dimensions with long names are truncated to 16 characters.

End of the note.