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Role-based quick paths

A printable cheat sheet for the four KCFIS roles.

Submitter​

Your job is to get accurate BTR data into KCFIS for your entity.

  1. Sign in — see Logging in.
  2. Open Submit Data — sidebar Submit Data.
  3. Step 1 — Download Template — enter the reporting period; download the template; fill it offline. See Step 1.
  4. Step 2 — Upload & Validate — drop your file in. See Step 2.
  5. Step 3 — Repair & Commit — fix red cells until the error counter is zero; click Submit for Review. See Step 3.
  6. Wait for review — track on Submissions (status In Review → Approved by Reviewer → Approved → Locked).
  7. If rejected, click Continue Editing, address the comments, and resubmit.

Reviewer​

Your job is to do the first approval on submissions for your entity.

  1. Sign in.
  2. Open Submissions — filter by Status = In Review, your entity.
  3. Click Review on a row.
  4. Inspect the data — substance check, not validation (already passed). See Approving as a reviewer.
  5. Click Approve (with comment) or Reject (with mandatory comment).
  6. (Optional) Track all sign-offs on Approvals.

Administrator​

Your job is to do the final approval, finalize, and run reports.

  1. Sign in.
  2. Final approve — Submissions filter by Status = Approved by Reviewer, click Review, then Approve or Reject. See Approving as an administrator.
  3. Finalize — Submissions filter by Status = Approved, click Finalize.
  4. Generate reports — Submissions filter by Status = Locked, tick rows, click Generate Report (N). See Generating a report.
  5. Manage users — sidebar User Management, Invite New User or Make Admin. See User Management.
  6. Manage entities — sidebar Settings. See Managing entities.

User (read-only)​

You can:

You cannot:

  • Create or edit submissions.
  • Approve or reject.
  • Generate reports.
  • Manage users or entities.

If you need to do any of those, ask an administrator to update your role.