Review Dashboard
The Review Dashboard serves as a launching point for all review administration information maintained on the web. It is used to schedule a new review, modify existing information, and maintain Corrective Action Documents (CADs) due and submitted by the Contracting Entity.
To access the Review Dashboard
1. If a Contracting Entity has not already been selected, search for and select a Contracting Entity using the TX-UNPS Search screen.
2. On the blue menu bar, select Compliance. The Compliance menu screen displays.
3. Select Review Tracking from the Compliance menu. The SNP Reviews list screen displays.
4. Select the Details link for the desired review. The Contracting Entity’s Review Dashboard screen is displayed.
The following steps detail how to add a new review for the selected Contracting Entity.
1. Search for and select a sponsor, if applicable.
2. Select Review Tracking from the Compliance menu.
3. Select Add New Review.
4. Complete the SNP Reviews – Tracking screen. Note: the following fields are required to schedule a review:
o Review Form Set
o Review Type
o Lead Reviewer (if unknown, select manager’s name)
5. Select Save.
Note: A new review must be scheduled within the Compliance administrative web software before it should be downloaded to a laptop. Once a new review has been added and saved, the system will display additional forms on the Review Dashboard.
Note: When a new review is saved, the system will automatically assign it a Review ID. This is a unique identifier for the review that can be used to cross-reference follow-up reviews with original reviews on the Review Tracking screen.
To view review download/upload history
On the Review Dashboard, the bottom of the screen displays Last Downloaded and Last Uploaded date. These dates correspond to the dates the review was last downloaded to or uploaded from the laptop.
1. Search for and select a Contracting Entity, 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 the Download | Upload History link.
5. If applicable, the screen dynamically displays the type of activity, the User Name, and Date.
To view, add or modify administrative forms
Once a review is added to the system, several screens become available to authorized users. This includes the following:
· Contracting Entity Information (i.e., contact information)
· Commendations
· Notes to Contracting Entity
· State Agency Notes – Internal Use Only
The following steps detail how to access these screens for a selected Contracting Entity.
1. Search for and select a Contracting Entity, 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 the View or Modify link for the form you wish to view, add data, or modify data.
5. Complete the screen.
6. Select Save.