COI Data Management

 

The Data Management page allows the Super User to review new Outside Entities that were added by individuals during the process of filling out a COI.  If an individual selects Add New at the time of selecting an Outside Entity (Employer or non-Partners Entity for Trustees), the new item is immediately added to the database.  The Super User has the ability to accept the item which allows it to remain in the database for future use, or to reject the item, which prevents any other individuals from selecting that item in the future.  That rejected item remains on the COI of the individual who originally added it, but no future individuals will be able to add it.

 

The following columns appear on the page:  Requested On, Requested by; Name, Submitter, Accept, Reject.  All columns, except Accept or Reject can be sorted by clicking on the column header title link.  The arrow indicates the screen is sorted to that column in either ascending (up) or descending (down) order.  The default sort order of the data is ascending Requested On, so items appear in the order of the date / time they were requested on. 

 

The page displays 20 records per page.  If there are more than 20 records, the paging links located at the top right or bottom right of the grid (First Page | Previous Page | Next Page | Last Page) will allow the user to scroll through all records.

 

An UPDATE button is located at the bottom right of the grid just below the (First Page | Previous Page | Next Page | Last Page) links and functions as follows:

 

‘update’ – Clicking this button will save the changes from the Accept, Reject boxes. All items that were updated will then be removed from the page.

 

 

Screenshot for Data Management