1. Search for and select a SFA, if necessary.
2. Select Review Tracking from the Compliance menu.
3. Select the Details link for the desired review. The Review Dashboard displays.
4. Select Detail next to the Review Forms option. The Review Forms screen displays.
5. Select Detail for the desired site. The Site Review Forms screen displays.
6. Select Modify for the desired On-site Assessment form.
7. If applicable, perform a review of all information displayed in the Off-site Assessment section. This information displays the data entered during the off-site portion of the review. Any necessary modifications may be made.
8. In the On-site Assessment section, complete all review questions.
o If
Technical Assistance was provided, select _(2)_files/image023.jpg){kind=small}
and
detail the type of assistance given.
o For
additional information, select _(2)_files/image032.jpg){kind=small}
to view the tool
tip.
o To
enter a State comment, select _(2)_files/image033.jpg){kind=small}
and enter the
comment text.
o To
enter a finding, select _(2)_files/image030.jpg){kind=small}
and
the Edit Finding pop-up screen displays for describing the finding.
This information will be displayed on the system’s Corrective Action
Documents screen for the SFA to respond.
Note: Answer responses that display in red indicate that the State may want to cite the SFA by entering a Finding. Select the icon to enter a Finding. All findings that require action are displayed in the Corrective Action Documents screen.
Answer responses in red indicate that if that answer is selected, the State should consider identifying a finding that requires corrective action. This is at the discretion of the State Reviewer; the system will not automatically generate a finding when a red answer is selected.
9. Select Validate to save the form and check for errors.
10. If the form contains errors (e.g., a required question was not answered), an error message displays and the form was saved with an Error status.
11. Select
<Edit to return to the form. Questions with errors display
with a red indicator (_(2)_files/image031.jpg){kind=small}
)
beside the question number.
12. Correct any errors and select Validate. Once the form has been saved without errors, the status changes to “Pending Review.”