DATIM

Checklist for Reviewing Expenditure Reporting Data

Celeste Scott -

Purpose

The 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 an approval 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 user 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 2019 and again in early January 2020.

 

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Implementing Partners

Summary of responsibilities

  • Complete the ER template in Excel in conversation with Agency POC
  • Upload ER template to DATIM via the Data Entry app
  • Submit ER template/ mechanism in DATIM via the Data Approval app

Checklist for reviewing data

Other resources

Agency Field / AORs/CORs

Summary of responsibilities

  • Review ER template for accuracy and completeness via the Data Entry app
  • Accept and submit ER template in DATIM via the Data Approval app

Checklist for reviewing data

Other resources

Agency HQ

Summary of responsibilities

  • Review ER data for accuracy and alignment to program and strategy
  • Accept and submit ER template in DATIM via the Data Approval app
  • Agency HQ users may utilize the same resources listed above for reviewing and approving or rejecting ER data 

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