Primary navigation menu

Purpose

The sidebar lists the eight main areas of KCFIS. Use this page as an index when you need to find the chapter that explains a screen.

Sidebar label	Opens	Chapter
Dashboard	The home page with KPIs and charts.	Dashboard
Submit Data	The four-step BTR submission workflow.	Submit Data
Submissions	List of all submissions you can see, with filters.	Submissions
Approvals	Approval workflow tracking screen.	Approvals
Reporting	Generated reports list and downloads.	Reporting
OECD Report	Upload and validate OECD-format reports.	OECD Report
User Management	Administrator only: invite and manage users.	User Management
Settings	Administrator only: manage entities.	Settings

Below the main menu, the sidebar also shows:

The sidebar shows the same items to everyone, but the screens themselves enforce role rules:

Screen	Submitter	Reviewer	Administrator	User
Dashboard	View	View	View	View
Submit Data	Create, repair, save, submit for own entity	Review own entity	Full	View only
Submissions	Own entity	Own entity	All entities	View only
Approvals	View	Approve/reject as reviewer	Approve/reject as admin, finalize	View
Reporting	View	View	Generate, download	View
OECD Report	Upload, validate	Same	Same	View
User Management	View	View	Manage	View
Settings	—	—	Manage entities	—

If you click a menu item and the screen tells you "You do not have permission to access this page", that is the role rule kicking in.