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Step 3 — Repair & Commit

Purpose​

Step 3 shows your submission as a grid. If there are validation errors, KCFIS highlights the cells in red and lets you fix them in place — no need to re-upload the spreadsheet. When the row count of remaining errors hits zero, you can save and submit the submission for review.

Who can use this step​

RoleCan do
Submitter (own entity)Edit, save, submit for review.
Reviewer (own entity)Edit, save, submit for review (before review starts).
AdministratorEverything; can also reject back to repair.

Layout​

The screen has, top to bottom:

  • The progress strip — Step 3 highlighted.
  • A status banner showing the number of remaining errors (for example, 12/12 Errors Remaining).
  • The data grid — one row per project entry; columns match the BTR template.
  • An action bar at the bottom — Save, Re-validate, and Submit for Review.

By default, KCFIS filters the grid to show only rows with errors. Toggle to show all rows with the option above the grid.

Step-by-step​

1. Identify an error​

Cells with errors are highlighted in red. Hover over a red cell to see a tooltip with the rule that failed and what KCFIS expected.

2. Edit the cell​

Click the cell. KCFIS turns it into an editable input. Type the corrected value.

For dropdown columns (Financial_Instrument, Climate_Use, NCCAP_Sector, Channel, climate markers), you must pick a valid value. The list is in the BTR Template reference.

3. Save the fix​

Click outside the cell (or press Tab/Enter). KCFIS saves the new value. The cell is no longer red. The error counter at the top decreases.

If the fix changes a value that the validator must re-check across rows (rare), click Re-validate to run the rules again on the whole submission.

4. Repeat until the error count is zero​

Continue cell by cell. When the banner shows 0/N Errors Remaining, the Submit for Review button becomes active.

5. Save your progress (optional)​

If you need to step away, click Save. Your submission status becomes Saved. You can come back via the Submissions list and click Continue Editing.

6. Submit for review​

Click Submit for Review. A confirmation dialog opens.

  1. (Optional) Add a comment for the reviewer.
  2. Click Confirm.
Expected result
  • The submission moves to status In Review (or directly Saved → In Review depending on configuration).
  • It appears on the Approvals screen for the assigned reviewer.
  • You can no longer edit the submission until a reviewer or administrator either rejects it back or you receive a rejection.

Reviewer actions on this screen​

If you are a Reviewer opening a submission via Review, you see additional buttons in the action bar:

  • Approve — approves and forwards to administrator. Optional comment.
  • Reject — sends the submission back with a comment. The submitter can fix and resubmit.

Administrator actions on this screen​

If you are an Administrator opening a submission via Review or Finalize, you see:

  • Approve — final approval. The submission moves to Approved, then to Locked when you click Finalize.
  • Reject — sends back with a comment.
  • Finalize — locks the submission. The data is now part of the BTR portfolio and feeds the Dashboard and Reporting.

Common errors​

You seeMost likely causeFix
Submit for Review is greyed outErrors remain in the gridLook for red cells; remember some columns may be off-screen — scroll horizontally.
Cell will not accept a valueColumn is dropdown-onlyPick a value from the list in BTR Template reference.
Many rows still red after editing oneError was a cross-row ruleClick Re-validate to refresh the error highlights across the whole grid.
Edits are not savingConnection issueCheck your internet and click Save again; KCFIS shows a toast on success/failure.