Manage data entries

Check out the  Manage Data Entries and Supervise Reporting walkthrough from Position Green Academy.

Manage Data Entries lets a user with both Controller and Set-up access update the status of data entries directly.

Filter registrations

Use the filter bar above the filter to narrow down the list.

• "Progress status" to filter by Not started, In progress, Ready to confirm, or Confirmed.
• "Measures" to filter by one or more measures.
• "Period" to filter by one or more reporting periods.
• "Org units" to filter by organization unit. Toggle "Select all subunits" (or hold Ctrl / ⌘) to include subunits of a selected unit.
• "Responsibles" to filter by the person responsible for the registration.
• "Measure tags" to filter by tag.
• "Lock status" to filter by Locked or Unlocked registrations.

Click "Clear all" in the filter bar to reset every filter.

Show removed registrations

Users with Tenant administrator access also see a "Show only removed" toggle to list removed registrations.

Example of Manage data entries. Showing all filters and the bar for bulk actions.

Select and act on registrations

Select one or more registrations by clicking their rows, or use the checkbox in the table header to select all matching registrations, including ones not shown on the current page. Once one or more registrations are selected, a floating bar appears at the bottom of the screen with the available actions: Confirm, Unconfirm, Lock, Unlock, and Remove.

• Confirm and unconfirm registrations.
• Lock or unlock registrations.
• Remove registrations or restore removed registrations.