This article explains how Managers and Administrators can review any client-based Measures that were submitted via an external and were flagged as Invalid.
You can now quickly review any client-based Measures submitted via external forms that are flagged as Invalid because SureImpact can't automatically match them to a client. This could happen if a client’s First Name, Last Name, or Date of Birth were entered incorrectly in the form.
To review invalid client-based Measure Form submissions:
- In the top navigation, click Program.
- Click the Program Actions drop-down menu, and then select Client Measure Form Invalid Submissions.
- You can now see any Measures submitted using an external form that were marked as Invalid. Select the client Measure you want to review.
- A dialog box opens and displays the Measure and the First Name, Last Name, and Date of Birth that were submitted. Use the Search box to try to locate a client record that matches the Invalid Submission.
- Once you have located the correct client, click Match. The Measure is then attached to the correct client's record.
Note: If you determine there is not a matching client, you can click Delete to remove the Invalid Submission.