DATIM

Instructions for Agency Field Users: Reviewing, Approving or Rejecting ER Data

Marc-Endre Dion -

Purpose

The document described below contains instructions primarily targeted towards Agency Field users (e.g., USG staff in the OU team).  It describes how to review an Implementing Partner's (IP) ER template submission in DATIM, spot errors in the ER Excel template, and approve or reject mechanisms in DATIM.

PEPFAR ER Data Review and Approval Instructions: Agency Field Reviewer 

This document will provide specific instructions for Agency Field reviewers at each stage of the process.  The instructions are organized according to the process map shown below, and indicate which app in DATIM - the ERB Processor app, or the Data Approval app - will be used at each stage.  The stages include:

  • Process Maps
  • Navigate to Submitted Mechanism
  • Validate Submission
  • Return Invalid Submission
  • Review Submission
  • Accept & Submit Mechanism
  • Recall & Return Mechanism
  • Data Cleaning Period & Agency HQ Review
  • DATIM References and Help

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