View Data for Approval

Note: Before you can review and approve data on the Data Approval screen, someone at your site with the required security permissions must set up the screen view. See Configure the Data Approval View.

Activity Steps

1. Open the Data Approval Screen.

   The Data Approval screen displays the configured view.

   Note: You can also open the Data Approval screen from the Data Overview Screen. See View and Filter the Data Overview.

2. Select the Period:
   • Select an Approval period from the calendar list.
   • Select a period from the Quick Links if required; for example, First Period Not Approved or Latest Period Approved.
3. Select the Location using the location hierarchy fields.
4. Click the Apply Filters & Refresh icon.
5. Review the data returned in each view panel and the approval status line at the bottom of the screen.

   Note: You can use the icons in the top right corner of a view panel to collapse or expand the panel.