Complete Corrections

You can complete individual corrections or all corrections at once using the Edit Task panel on the case summary page or Task Manager.

PREREQUISITES:

  • To see corrections, users must have the View permission selected under Case Corrections in Admin. See Security Roles in the Admin 3.2 Guide for more information.

Individual Corrections

  1. Open corrections. See Open the Corrections Window for more information.
  1. Find the correction you want to complete, and tap the Result drop-down list to choose a result for the correction, such as if it passes, fails, is approved, or should be resubmitted. The result codes available in the drop-down list vary depending on the correction.

Image of Edit Task panel with Corrections open and Result highlighted

  1.  Tap Details or Comments to see more information for the correction.

TIP:The Completed By and Date Completed fields automatically populate with the current user's login ID and the current date. To change, select a different Completed By and Date Completed before selecting the Result.

  1. Tap Save if any updates are made.

Image of Edit Task panel with Corrections open and Details highlighted and open

All Corrections

  1. Open corrections. See Open the Corrections Window for more information.
  2. In corrections, tap Apply Defaults. This applies the default status to all of the corrections in the list. The status is set to each correction based on the default results for the status group the correction is a part of. Corrections that already have a status or the status group does not have a default status are not updated when Apply Defaults is used.

Image of Edit Task panel with Corrections open and Apply Defaults highlighted

An Apply Defaults Results panel opens.

  1. Tap Apply Defaults to continue.

Image of Apply Default Results panel

See Correction Fields for an explanation of the Corrections fields.

Individual Corrections

  1. Open Task Manager and perform a search. See Search for Tasks for more information on performing a search.
  2. Tap Corrections by the desired task to open corrections.
  3. Find the correction you want to complete, and tap the Result drop-down list to choose a result for the correction, such as if it passes, fails, is approved, or should be resubmitted. The result codes available in the drop-down list vary depending on the correction.

Image of Task Manager Results panel with Corrections section open and Result highlighted

  1. Tap Details to see more information for each correction.

TIP:The Completed By and Date Completed fields automatically populate with the current user's login ID and the current date. To change, select a different Completed By and Date Completed before selecting the Result.

Image of Task Manager Results panel with Corrections section open and Details highlighted and open

All Corrections

  1. Open Task Manager and perform a search. See Search for Tasks for more information on performing a search.
  2. Tap Corrections by the desired task to open corrections.
  3. Tap Apply Defaults by the desired task to complete all the corrections.

Image of Task Manager Results panel with Corrections open and Apply Defaults highlighted

An Apply Defaults Results panel opens.

  1. Tap Apply Defaults to continue.

Image of Apply Default Results panel

See Correction Fields for an explanation of the Corrections fields.