This article and the attached chart describe the data approval levels and associated actions in the DATIM Data Approval app for expenditure reporting (ER) and PEPFAR Budget and Projected Expenditure.
Data Approval Level Statuses
The status of a mechanism in DATIM can be affected only via the Data Approval app. Upon a successful (valid) template upload in the Data Entry app, the implementing partner (IP) will initiate the approval workflow by visiting the ERB Processor app and submitting the mechanism to the Agency level for review. Until this step occurs, the mechanism will remain at the "pending at partner" status level. Only the IP can initiate this process.
Uploading a template (ERB Processor app) is not the same as submitting the template/mechanism (Data Approval app). For a step-by-step guide to the reporting process, please review the following materials for Partner instructions and Agency instructions.
This chart lists the status levels in DATIM, the status translations in PAW/Panorama, and the actions required at each status level.
Attachment (same chart as above):