Level 2 Search by Quarterly Report with Bulk Approvals
Oct 9, 2023
From the Level 2 Dashboard use the Search Quarterly Report form located at the top.
Filter by any of the criteria (click expand search options to see more criteria).
If you want multiple options, hold the CTRL key and select the programs you want.
If you to see which entries you need to approve, use Review Status for Level 1 Complete and the Reporting Period. This will show which entries have been submitted by Level 1 that you have not yet approved.
Click Search.
On the results tabular page, you will see all the records that met your criteria.
Click DETAILS next to the record needed if you want to open the Indicators Details page to be able to see the data entries and file a new quarterly report.
To approve one or more entries, check the box to the left of all records you want to approve, then click APPROVE located above the table. NOTE: If using bulk approve, make sure you select only the records you want to approve. The bulk approval will capture who submitted the approval and the date.
