Starting a New Submission.
To begin submission workflow:
Navigate to Datafile Exports Page
Navigate to the screen, Tasks > Datafile and Submissions > Datafile Exports.
Select A Datafile and Status
Pick a datafile to view, there are two groups under the drop down titled ‘non-certificate’ and ‘certificate’. To begin the submissions choose a file under the ‘certificate’ group.
Next choose from the ‘Select Status’ dropdown the option Ready for Submission.
Select A Date Range and Audit Option
Enter an opening date and a closing date, this search for appointments with submission eligibility date between the values in the filters.
What date should pick as the starting date? Unless you have an invoice period in mind you should set a date back a few months to ensure that you have pickup any older appointment that are now ready.
Audit Status Field Before ASAP process a submission batch it runs an audit requirements check and if it fails the submission batch will not export. Using this option will prevent an audit requirements check as only appointments that are audited (pass/waived/not required) are included.
Select Optional Filters
These can be used if your looking to create a submission batch for an individual fieldworker or an individual agent or an individual activity.
View, Download and Export Buttons
View the datafile by clicking the View Datafile button if you need to get the data in an excel format please click the download button.
After you review the contents its time to create a new submission batch by click the button Mark for Submission.
If the export was successful you will see the above appear on your screen.
The next screen at Tasks > Datafile and Submissions > Recent Submissions will allow you to download a copy of the datafile, revert this batch and download the response file.
Screen Options Expanded.
|Scheduled Between||Look for completed/audited/submitted/invoiced appointment using their scheduled date.|
|Completed Between||Look for completed/audited/submitted/invoiced appointment using their completed date.|
|Ready for Submission||Look for completed/audited and not submitted appointments based on submission eligibility date.|
|Ready for Re-Submission||Look for completed/audited appointments that have a failed submissions|
|Submitted - Not Yet Accepted||Look for submitted appointments that not finished their submissions (still have submission eligibility date)|
|Submitted in Batch||Look for submitted appointments in a single batch from batch number in the Submission Batch filter field|
|Ready For Invoice||Look for completed/audited/submitted appointments with out a submission eligibility date and using the appointments invoice eligibility date appts without an invoice eligibility date are excluded|
|Ready For Client||Look for Client invoice eligible appointments|
|Invoiced||Looks for invoiced appointments using the invoice eligibility date|
|View Datafile||Open the result into the area below the buttons, this preview can be sorted and filtered.|
|Download Datafile||This will download the file as configured either an excel file or a csv.|
|Download Forms||This will download any attached forms of the current datafile.|
|Mark for Submission||This will begin the submission export, change the appointment to be submitted and lock them into this invoice period.|
|Product||Install appointments with a particular product.|
|Client||Appointment assigned to a client.|
|Activity||Products that belong to an activity.|
|fieldworker||Filter by the appointments fieldworker.|
|Agent||Filter by the appointments fieldworker agent|