Approving and finalising as an administrator
Purpose
An Administrator does the final sign-off and locks the submission. Locking is what makes the data count for the Dashboard and Reporting.
Step-by-step
1. Find work waiting for you
Open Submissions and filter by Status = Approved by Reviewer. Each row shows a Review button.
2. Open the submission
Click Review. KCFIS opens the submission for final review.
3. Approve or reject
| Action | What happens | When to use |
|---|---|---|
| Approve | Status moves to Approved. | The data is final and ready to be locked. |
| Reject | Status moves to Rejected by Admin. | A reviewer or submitter must change something. The reviewer (or, depending on configuration, the submitter) can fix and resubmit. |
Add a comment for the audit trail. For rejections, the comment is mandatory.
4. Finalize
When the submission is Approved, KCFIS shows a Finalize button on the Submissions row.
- Click Finalize. KCFIS opens the submission again.
- Click Finalize in the action bar to commit the lock.
Expected result
- Status moves to Locked.
- The data starts feeding the Dashboard.
- The submission becomes selectable for Generating a report.
- The submission is read-only from now on; further changes require an audit-tracked process to unlock and resubmit.
Generating a report straight away
After finalising, KCFIS may advance you to Step 4 of Submit Data where you can generate a report directly. You can always do this later from Submissions or Reporting.