Data Entry - Changes and Results

When Change Packages have been defined and made Active and Required, and the Reporting Periods have been defined an entry will appear in Changes and Results within the Data Entry section on the Team Home page.

The Progress Report is split into three sections:

• An update on the status of new and existing changes.

• A Self Assessment.

• A Results Summary.

Progress reports are accessed by clicking on the relevant reporting period, reports should be completed in sequence.

As some progress reports are long and require a lot of detail to be entered there is no time out on this page. Additionally the session is automatically saved every 10 minutes and the user is notified of the save.

As a final precaution to prevent data loss through user error, if changes have been made to the data and the user tries to leave the page without saving, they will receive a message asking them to confirm leaving the page without saving.

Selecting a Report

1. From the Data Entry section on the Team Home Page select the next report period.
   
   

2. The Progress Report: Data Entry page is displayed.

3. Once the report has been completed it will be indicated by a green check adjacent to the report date.
   
   

4. If a reporting period is required to be missed or the wrong period is selected the following screen will be displayed.
   
   

5. If selected in error click the Go Assignment for... button to navigate to the correct report and complete as normal.

6. If the next assignment is to be missed click the Skip Assignment for... button.
   
   

7. Enter the Reason the Assignment is Being Skipped.
   
   

8. Click the Confirm button.
   
   

9. The Progress Report : Data Entry screen is displayed and the skipped report is marked as complete.