Request a new response on a submission
Once a report has been submitted, review its responses and, if anything needs a second look, request a revised response on specific questions, with an explanation the responding organization can see.
Before you start:
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Ensure your UpMetrics login is assigned an Org Admin or Editor role. Learn more about roles and permissions.
- You have at least one report in the Ready for Review tab.
Steps
- In the left navigation pane, click Reporting > Submission Tracker. The submission tracker displays the Scheduled tab.
- Click the Ready for Review tab. Reports submitted by responding organizations are listed with a status of Pending Review.
- Click the name of the report. The report summary and its responses display.
- Review all of the responses.
- If a response needs to be revised or expanded, click Request new response next to it. In the text box that opens, explain the change you'd like to see.
- Click Send request. The text box closes and a Last Comment field captures your request.
- Repeat steps 5 and 6 for any other responses that need changes. You can request changes on as many responses as you need.
- Click < Back to all reports. The whole submission has moved to the Changes Requested tab.
What happens next
- The responding organization receives an email for each change you requested.
- They can only edit the responses you flagged. Everything else stays as submitted.
- When they open the report, a banner walks them through each response that needs changes.
- When they resubmit, the report returns to the Ready for Review tab. To see only the updated responses, turn on Show new response requests and submissions only.
- The report won't appear in your analytics until you approve it.
Caution: If you request a new response on a question that shows or hides other questions due to conditional logic, the organization's answers to those follow-up questions may be cleared.