18 Managing Data Collection Workflow
The data collection workflow follows this order:
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Select a Data Collection period by Year, Period, Scenario, which are defined in System Settings.
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Deploy the Form Template.
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Open the period to start the data collection process.
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The system activates Form Instances based on Start Day offset. Applicable Form instances are in Open status.
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Email notifications are sent to preparers.
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Start data entry.
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The Prepare, Approve, and Post workflow process continues.
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Close Period starts; no new form instances are generated. No new data entry is allowed.
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Data collection that is in progress continues.
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Lock Period starts; no changes can be made.
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Data Collection is done for the period.