Reviewing Metrics Data for Approval or Rejection

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NOTE:

The Review tab will only be available when the Review Process has been enabled in the Global Settings.

Navigate to: ...Metrics Management Data Entry Review Data
The System will present you with a list of data which are currently under Review.
Click on a row in the left panel to display a corresponding data entry tile in the right panel.

Hint

TIP:
Use [CTRL + <Click] OR [SHIFT + <Click>] to select multiple rows, so you can enter multiple data inputs at the same time

From here users can

change the values for each metric if required and save the new values without changing the current Review Status
Approve or Reject
- individual records by clicking on the icon on the desired panel, and set the new Status
- multiple records by first selecting two or more records, and then clicking on Approve All or Reject All
  When selecting Reject All, the user will have an option to enter a reason for the rejection.
If a record has been
- Approved: the Metric will be moved to Complete Data
- Rejected: the Metric will be pushed back to Outstanding Data

Email Notifications

When the Reviewer rejects a Metric data, the system sends a notification email to the Responsible Person.
The email template for this notification is ‘Sustainability Rejection Notification Email’ and is defined in the HTML Source.
When a comment is added to the Metric data result, the system sends a notification email to all the relevant people – the Person who updated the Metric Result, the Responsible Person, Data Reviewer & all the people who may have commented on that Metric Result data.
The person who made the comment will be excluded from this list.
The email template for this notification is ‘Sustainability Comment Notification Email’ and is defined in the HTML Source.