Submit Data overview
Purpose
The Submit Data screen is the core workflow for getting climate finance data into KCFIS. You upload an Excel/CSV file, KCFIS validates it, you fix any errors, and once it is clean it goes through a two-step approval (reviewer then administrator) before being locked as part of the BTR portfolio.
Who can use this screen
| Role | Can do |
|---|---|
| Submitter (own entity) | Create, repair, save, and submit for review. |
| Reviewer (own entity) | View, edit before review, approve or reject. |
| Administrator | Everything, including final approve, reject back, and finalize/lock. |
| User | View only. |
The four steps
The progress indicator at the top of Submit Data shows the steps you will go through. Submitters and reviewers see three steps; administrators see a fourth ("Report") for generating reports immediately after finalising.
| # | Step | What happens |
|---|---|---|
| 1 | Download Template | Get the latest BTR template and fill it offline. See Step 1 — Download Template. |
| 2 | Upload & Validate | Upload the filled template; KCFIS validates it. See Step 2 — Upload & Validate. |
| 3 | Repair & Commit | Fix errors in place, save, and submit for review. See Step 3 — Repair & Commit. |
| 4 | Report (admins only) | Generate a BTR Table 7A or 7B report from the finalised submission. See Step 4 — Report. |
Submission lifecycle
A submission moves through the following statuses (you will see them on the Submissions list):
flowchart LR
draft[Draft]
uploaded[Uploaded]
validating[Validating]
failed[Validation Failed]
validated[Validated]
saved[Saved]
inReview[In Review]
rejR[Rejected by Reviewer]
apprR[Approved by Reviewer]
rejA[Rejected by Admin]
approved[Approved]
locked[Locked]
draft --> uploaded --> validating
validating --> failed
validating --> validated
failed --> validated
validated --> saved
saved --> inReview
inReview --> rejR
inReview --> apprR
apprR --> rejA
apprR --> approved
rejR --> saved
rejA --> saved
approved --> locked
The Submitter owns the path up to In Review. The Reviewer approves or rejects from In Review. The Administrator approves or rejects from Approved by Reviewer, and finalises into Locked.
A status of Locked is the only state from which the data feeds the Dashboard, the Reporting screen, and BTR Table 7A/7B exports.
Continuing a submission
If you start a submission and need to come back later:
- The submission is preserved with all your changes.
- Find it on Submissions and click Continue Editing. KCFIS opens Submit Data on the right step automatically (Step 2 or 3 depending on status).
- Reviewers and administrators can also click Review to pick up a submission that is In Review for them, or Finalize for an Approved submission.