Overview

The corrections request process allows for agency staff and an external user to collaborate on correcting information on a submitted form.

Overview: Reviewing a Submission and Requesting Corrections (Agency Reviewer)

The corrections request process consists of the following steps:

1. Agency The agency reviewer reviews submission for errors and omissions.
2. Agency The agency reviewer marks specific sections or questions within a section as needing a correction.
3. Agency The agency reviewer finishes reviewing the submission. If one or more corrections correction requests have been added, the system will place changes the submission status to On Hold, and a notification will be is sent to the submitter that corrections are needed.

Overview: General Process for Performing Corrections (External User)

The external user will be is made aware that corrections are needed though a corrections correction request notification email. The external user follows the steps below to complete the requested corrections:

1. Upon logging into nVIRO, the Dashboard will show that a external user sees a message on the Dashboard indicating that corrections are needed to their submission. External The external user begins the corrections request process by revising the form.
2. External The external user navigates to the sections section(s) where corrections are needed and corrects the data, as requiredneeded.
3. External The external user marks the correction request as Completed to close the correction request.
4. Once all corrections requests are completed, the form is resubmitted.

The agency user will can then proceed with processing the corrected submission.

Overview: Reviewing a Corrected Submission

1. Agency The agency reviewer reviews corrections
2. Agency The agency reviewer either closes each issue or adds a comment further additional comments, describing why the correction was corrections were insufficient.
3. Agency The agency reviewer finishes reviewing the submission.

If no more corrections remain, the corrections process is complete. If one or more issues remain, the corrections process begins again. The process can be repeated as many times as necessary.

Step 1: Reviewing a Submission and Requesting Corrections (Agency Reviewer)

This section describes the detailed process for conducting a submission review and requesting corrections.

1. From On the Submission Details screen, the agency reviewer begins by clicking page, click Manage Submission on the right sidebar.
2. Click the Begin Review button: 
   
   
   
   The submission will be status changes to Locked for Review at this time.
   
   When a submission is locked, the submitter will be is prevented from revising the submission until the review is complete and the submission is unlocked.
   
   The submission will show displays as Locked for Review on the external user's Dashboard. The specific text displayed is configurable for each client. The default text associated with a locked submission is "The submission has been locked for review by the Agency Processor. You will be notified when the review is complete and of any next steps."
   
   
3. Click the View Form button to begin reviewing the submission data (see previous image for the View Form button).
4. Upon discovery of an answer that requires correction or revision, click the Create Issue/Note button that appears at the right side of the section or question that requires correction:
   
   
   
   
5. Click Create Correction Request and fill out the details. (Note: The other choice, Create Note, will allows the agency user to add a note but does not trigger the correction request process and is meant only as a note to internal agency staff)
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7. After creating the note or issue. Notes can be added for external users or can be visible only to internal users. Unlike correction requests, notes do not require external users to take action/make corrections.) Image Added
8. After the note or correction request is added, the correction request summary will be is displayed. The processor can edit or delete the correction requestcorrection request can then be edited or deleted, if desired:
   
   
   
   
9. After all correction requests have been added, click the Complete Review button at the top of the screenpage.
   
   Note: If there are no correction requests are added, the lock form is released unlocked without sending the form back to the applicant (since no further action from the applicant is required).
   
   
   
   If one or more corrections correction requests are added, the following messages will appearmessage appears:
   
   

The corrections correction request has now been created. At this point, the submission Status will change to "status automatically changes to On Hold" automatically with the hold reason set to "Correction Request for Electronic Submission". 

The form submitter will also receive receives a notification email stating that corrections are needed.

Step 2: Performing Corrections (External User)

Upon logging into nVIRO, the external user will see sees a notification on their Dashboard stating that a submission is On Hold on hold and that action is needed. An example notification is provided shown below:

The following steps are performed by the external user to make the requested corrections and resubmit:

1. From the Dashboard, click Open next to the item that requires corrections.
2. Click Revise Form to begin the revision. The following message displays, asking the user to confirm they want to revise:
   
   
   
   
3. Scroll to the section where corrections are needed. Alternatively, click the corrections request caption on the sidebar to scroll to the section or question needing correction.
4. Correct the data, as requested.
5. After the correction has been made, click Mark Complete.
   
   
6. Once the last corrections correction request has been completed, the a message will appear is displayed stating that the form is ready to be resubmitted:
   
   
   
   
7. Review and Submit submit the form.

When the revised form is submitted, the status of the hold changes from "Correction Request for Electronic Submission" to "Correction Request - Response Received".

The submission is also no longer displayed on the external user dashboard Priority tab. The submission now shows on the In Process tab with a status of "ON HOLD - CORRECTION REQUEST - RESPONSE RECEIVED".

Step 3: Reviewing a Corrected Submission (Agency Reviewer)

The agency reviewer will receive receives a notification that the revised form has been submitted. 

The automated behavior will vary varies, depending on the type of submission:

• For Application, Service Request, and Permit Change Form submissions, the submission will remain On Hold remains on hold even after the corrections request has been submitted. The Agency agency reviewer will need needs to enter a Hold End Date to put the application back to a status of In Process and to resume the processing deadline clock, if configured.
• For Schedule submissions that require approval, the hold will is automatically be ended and the schedule submission will be status is set back to In Process.

1. Complete steps 1-3 in the first "Reviewing a Submission and Requesting Corrections" process outlined above to begin review of the revised submission.
2. Either close each issue using the Close button or add a comment further describing why the correction was insufficient using the Add Comment button:
   
   
   
   
3. After processing all corrections, click the Complete Review button at the top of the screenpage.

If additional corrections are needed, the process can repeat as many times as necessary to achieve an a complete submission.