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 Staff)

The corrections request process consists of the following steps:

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

Overview: General Process for Performing Corrections (External User)

The external user will be made aware that corrections are needed though a corrections 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 corrections request is needed. External user clicks "Revise" to begin the corrections request process.
2. External user navigates to the sections where corrections are needed and corrects the data, as required.
3. External user marks the correction request as Completed to close the correction request.
4. Once all corrections requests are completed, the form is submitted

The agency user will proceed with processing the corrected submission. 

The process can be repeated as many times as necessary.

Reviewing a Submission and Requesting Corrections (Agency Staff)

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

1. From the Submission Details screen, the agency reviewer begins by clicking Manage Submission on the right sidebar.
2. Click the Begin Review button: 
   
   
   
   The submission will be Locked for Review at this time.
   
   When a submission is locked, the submitter will be prevented from revising the submission until the review is complete and the submission is unlocked.
   
   The submission will also show 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.
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. After creating the note or issue, the correction request summary will be displayed. The processor can edit or delete the correction request, if desired:
   
   
   
   
6. After all correction requests have been added, click the Complete Review at the top of the screen. If there are no correction requests added, the lock is released without sending back to the applicant.
   
   
   
   If one or more corrections requests are added, the following messages will appear:
   
   

The corrections request has now been created. At this point, the submission Status will change to "On Hold" automatically with the hold reason set to "Corrections Request".

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

Performing Corrections (External User)

Upon logging into nVIRO, the external user will see a notification on their Dashboard stating that a submission is On Hold and that action is needed. An example notification is provided 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 request has been completed, the a message will appear stating that the form is ready to be resubmitted:
   
   
   
   
7. Review and Submit the form

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

Note that the submission will remain On Hold even after the corrections request has been submitted. The Agency reviewer will need to enter a Hold End Date to put the application back In Process and to resume the processing deadline clock, if configured.

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