Reviewers can override some information a Submitter included in the Financial Information, Banking, Bonding, and Safety Information sections. When a Reviewer overrides information, the PQM application records the name of the individual who made the change, and the date and time the edit occurred.
Yellow highlighting on the form signifies a Reviewer edited information. Hover your cursor over the highlighted area to see more information about the change.
To override information:
- Select the Edit button when reviewing a category that allows overrides.
- (Optional) Select the Restore button to revert the changes to the original data entered by the Submitter.
Notes:
- You cannot override information in the Fatalities and Safety Professionals tables in the Safety Information category.
- You cannot override yes/no questions or check boxes in the Banking and Bonding categories.
- You cannot override information once you complete the review of a form.
- Use the PDF link on the Form Administration page to access the full PDF with overridden information. If you choose to view the PDF for an individual category, the PDF will include overridden data only for the selected category. PDFs of the whole form generated elsewhere will not show overrides.
- The full PDF generated from the Form Administration page only shows overridden information for the Safety Information section. You cannot see this information for overrides in the Financial Information section.
- This feature must be added by a PQM representative. Contact your representative if you are interested in accessing this override functionality.