Validate a Specialized A/I

Process: Record a specialized assessment/investigation

The specialized A/I must contain certain information before it can be approved. If you validate the plan, you can be assured that all fields are completed prior to submitting the review for supervisor approval. You can validate the specialized A/I at any time during its completion.

To validate a specialized A/I, complete the following steps:

1. If you're on the Participant Information screen, click the Findings and Summary tab on the specialized A/I record.

2. Click the Post Investigation Notification link.

3. Click the Validate Approval button. The system checks that all information required for approval has been entered. It displays a dialog box listing any missing information.

4. Click the OK button to close the dialog box.

5. Update any records that are necessary.

6. Click Next Task below to continue.