A new form version is requested by APRA when they have made changes to the form. These changes are normally in the taxonomy. The new form SBR taxonomy should be reviewed each time a new form version is released. The majority of the time the previously tagged data will not need to change and the […]
Go into the “Return Management” screen and select which period you would like to look at, any changes in form versions between periods will display in the “New / Change” column. Select a form and press the “Form Version Changes” to see the versions in more detail. The “Actions to take” button will take you […]
Go into the “Return Management” screen and select which period you would like to look at. Here you can see what Form version was used within that period. A user can select a form and press the “Form Version Changes” to see the versions in more detail.
Confirm the field in workflow administration for email configuration is set to yes and not no. Confirm the email server has been installed (contact your IT team or Cortell Support).
Yes see Email configuration process in the user guide. Emails are configured through the workflow administration screen
see resubmission process in workflow section of user guide
No, this does not actually transmit the data, rather it locks the data that will be submitted and moves the workflow into its final version. The submission of data to APRA takes place in the Return Management screen.
This can be configured through email configuration within the workflow function. Otherwise the Reviewer will see they have a task open within the workflow.
The task becomes re-opened for the Reviewer function to attend to again.