DATIM_Target Modification_Quick_Ref_Guide

MODIFYING TARGETS IN DATIM
QUICK REFERENCE GUIDE
This quick reference guide describes the steps necessary to return a Target submission to an IP for
modification and resubmission
Module Access:
Apps
>>
Data Approval
>>
Submit or Return Submission
Returning a Mechanism Submission for Modification:
Once a mechanism’s Target submission has been accepted at the HQ level and modifications are requested
from the submitting IP, HQ Users must “return” the mechanism through the Data Approval app.
Step 1: HQ Users
1.
2.
3.
In the Data Approval app, select the mechanism requesting Target changes under the Submit or
Return tab
Click Proceed
Click “Return Submission for 1 Mechanism” to return the mechanism to the Interagency level
Once the mechanism is received at the Interagency level from the HQ level:
Step 2: Interagency Users
1.
2.
3.
In the Data Approval app, select the mechanism requesting Target changes from the Submit or
Return tab (*in the upper right-hand corner, a notification will display that an item requires action)
Click Proceed
Click “Return Submission for 1 Mechanism” to return the mechanism to the Agency level
Once the mechanism is received at the Agency level from the Interagency level:
1.
Step 3: Agency Users
2.
3.
In the Data Approval app, select the mechanism requesting Target changes from the Submit or
Return tab (*in the upper right-hand corner, a notification will display that an item requires action)
Click Proceed
Click “Return Submission for 1 Mechanism” to return the mechanism to the Implementing
Partner level
Once the mechanism is received at the Implementing Partner level from the Agency level:
Step 4: Implementing
Partner (IP) Users
1.
2.
In the Data Entry app, the selected mechanism will now be “unlocked” and modifications can be
made to Target data previously submitted
Once all editing is complete, IPs must repeat the steps followed previously to resubmit data
through the data approval workflow in the Data Approval app
For additional information: Please visit http://help.datim.org for expanded guidance documentation and video tutorials on Data Approvals
and Data Entry.