AR Review Forms

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.

Note: The system groups the forms by type. You can expand or collapse the forms list by selecting the or icons for easier viewing.

Note: If your state procured the Team Review function, a column next to each form is displayed where you can associate a State Reviewer to a specific form and/or to a Site. This dropdown list is controlled by the State via the Maintenance and Configuration > Rep & Consultant User Maintenance screen.

To apply the same Reviewer to all forms, simply select the Reviewer Name at the highest level (e.g., SFA Forms).

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 next to the Site to see the respective Site-level forms. Note, only sites selected via the Site Selection screen would be displayed on the Review Forms screen.

Note: The system groups the forms by type. You can expand or collapse the form list by selecting the or icons for easier viewing.

Each Off-site and On-site form has an Internal User Only section that is only viewable to State users. In this section, the State can:

- Enter internal comments regarding this form (i.e., comments are viewable to only State users via the Internal Use Only section).

- Enter comments to the SFA regarding this form that are viewable to the Sponsor at the top of the form.

- Manage the form’s status.

Some form statuses are automatically set by the system; other form statuses are manually set by the State. The following table provides information regarding the form’s Status field in the Internal Use Only section.

Status	Description
Not Started	Default status set by the system if the user has accessed the screen and did not enter any information.
Not Applicable	Available for State users to identify forms that are not applicable to a specific review and/or site. The State user may choose to enter a comment in the Internal Comments field to designate why this form will not be completed for this review.
Incomplete	Default status set by the system if the user has accessed the screen, had NOT completed all required questions, and had NOT selected for the system to validate the data entered (i.e., Validate button was not selected).
Error	Default status set by the system if errors exist on the screen (e.g., the user has accessed the screen, answered some of the required questions, and had selected for the system to validate the data entered).
Pending Review	Default status set by the system if the user has accessed the screen, all required fields have been completed, and no errors exist on the screen.
Reviewed	Optionally used. Manually set by a State user. Some States may use this status if they have their Lead Reviewer approve all completed forms. The Reviewer would set the status of the form to “Reviewed”; the Lead Reviewer would set the status of the form to “Completed”.
Completed	Manually set by the State. Signifies that the form has been designated as “completed” (i.e., no further action required by the SFA or State). Some States may use this if they have a Reviewer set the status to “Reviewed” and a Lead Reviewer review each form and would like to set the status to “Completed” to signify that this second-level of review was performed.

Note: The system does not limit the State’s access to the status values. This allows for each State to define how they will internally use the Status field on each form.