Approve/Reject Records (r9)

The Approve/Reject applet enables users to approve or reject respondent records marked as "awaiting (approval)" in the survey dataset.

To access the applet, go to Analyze > Data Management > Approve/Reject in the left navigation menu.

Overview

• The Maker, Panel Coordinator, and Panel Field Manager (PFMs) survey roles can access this applet.
• The PFM approval system is built for panels whose records must be reviewed before being fully shared with clients. For these panels, records are initially stored under the system variable pfm_approve with a value of '2' (Awaiting).
• These records are visible in reports and will count towards quotas, but the answers to any open-ended questions are not visible or exportable for the client.
• Approved records will be fully visible in reports and exportable by clients.
• Rejected respondents retain a status of 'C' (Complete) but will not appear in reports or be exportable by clients.
• Once a record is rejected, it cannot be approved again by Panel Coordinators or PFMs. To reinstate the record, contact a survey Maker.
  

Approving or rejecting records

To approve or reject records, refer to the instructions in the right pane of the screen. Indicate the records to include by using one or more of the available filters.

After applying the desired filter(s), the Existing Respondent Data section of the applet will automatically display the trans_id (Record IDs) of the selected respondents. Choose the desired status, Approved or Rejected. Similar to the Change Status applet, the new status will apply to all selected IDs.

The next page of the applet displays a full list of the Original Respondent Data and the changes to be made (e.g., updating records from "Awaiting" to "Approved"). Click Update Data to finalize the changes.