Managing Data Collection Workflow

The data collection workflow follows this order:

  1. Select a Data Collection period by Year, Period, Scenario. Defined in System Settings. See Managing Periods.

  2. Deploy the Form Template.

  3. Open the period to start the data collection process.

  4. The system activates Form Instances based on Start Day offset. Applicable Form instances are in Open status.

  5. Email notifications are sent to preparers.

  6. Start data entry.

  7. The Prepare, Approve, and Post workflow process continues.

  8. Close Period starts; no new form instances are generated. No new data entry is allowed.

  9. Data collection that is in progress continues.

  10. Lock Period starts; no changes can be made.

  11. Data Collection is done for the period.