DATIM

Checklist for Reviewing Expenditure Reporting Data

Celeste Scott -

Purpose

The three checklists included in this article outline practical steps that users at each stage of the  expenditure reporting workflow must take to ensure data entry, accuracy, and completeness.

Workflow in DATIM

Expenditure Reporting (ER) data will pass through a workflow in DATIM.  This workflow is shown in the diagram below and the responsibilities of users at each level are described in sequence.

Note that the Interagency role in DATIM is not included in this workflow.  However, Interagency (PEPFAR Coordination Office) users will have a chance to review and use the results of the expenditure reporting data collection when the data is aggregated and pushed to Panorama, an internal USG business intelligence tool, in mid-November 2018 and again in early January 2019.

 

workflow.png

 

Implementing Partners

Summary of responsibilities

  • Complete the ER template in Excel in conversation with Agency POC
  • Upload ER template to DATIM
  • Submit ER template/ mechanism in DATIM

Checklist for reviewing data

Other resources

Agency Field / AORs/CORs

Summary of responsibilities

  • Review ER template for accuracy and completeness
  • Accept and submit ER template in DATIM

Checklist for reviewing data

Other resources

  • Coming soon!

Agency HQ

Summary of responsibilities

  • Review ER data for accuracy and alignment to program and strategy
  • Accept and submit ER template in DATIM

Checklist for reviewing data

  • Coming soon!

Other resources

  • Coming soon!

 

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