DATIM

Instructions for Agency Field Users: Reviewing, Approving or Rejecting PEPFAR Budget and Projected Expenditure Template Data

Sophia Lissanu -

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) PEPFAR Budget and Projected Expenditure template submission in DATIM, spot errors in the template, and approve or reject mechanisms in DATIM.

COP22/FY23 Instructions for Instructions for Agency Field UsersReviewing, Approving or Rejecting PEPFAR Budget and Projected Expenditure Template Data

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:

  • Navigate to Submitted Templates [Data Approval app]
  • Check: Is the template submitted valid or invalid? [ERB Processor app]
  • File Failed Validation; Return (Reject) It [Data Approval app]
  • File Was Validated; Review It [ERB Processor app]
  • Review Successful; Accept and Submit Mechanism [Data Approval app]
  • Make a mistake? Change your mind? Recall Mechanism [Data Approval app]
  • Data Cleaning Period & Agency HQ Review
  • DATIM References and Help [DATIM Support]

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