Gatekeeping questionnaires

PA/Admin Practice Admin

Gatekeeper is the highest stage possible in take on and only becomes applicable if questionnaires are being used. Once the requester has completed all mandatory questionnaires, the GateKeeper must review the information entered and decide to approve, reject or return it for amendment. On approval of all mandatory questionnaires the requested client details are created in the database.

The Gatekeeping Process

All submitted questionnaires are listed under Gatekeeping page of the Take On menu and are viewed by clicking the questionnaire name or the Open Questionnaire link.

A gatekeeper can only see questionnaires where they are part of the approval group for that questionnaire.

The GateKeeper must decide to Approve, Return to Requestor or Reject the questionnaire depending on the information that has been entered.

Button	Description
Approve	If all the required questions have been entered correctly the questionnaire can be validated by clicking Approve.
Return to Requestor	If the questionnaire submitted is incomplete or incorrect it can be returned to the requester for amendment. Enter details of the 'Information Required' and click Return. It is possible to add further notes into the Notes field.
Reject	If the questions have been answered incorrectly and as a result the client cannot be created under any circumstances the questionnaire can be rejected. The reason for rejection must be entered into the Rejection Reason field and then Reject clicked. It is possible to add further notes into the Notes field.

• A rejected questionnaire cannot be amended and re-submitted. If a mandatory questionnaire is rejected then all other questionnaires relating to the request will also be rejected.

Once all questionnaires flagged as Mandatory have been approved the client record will be created in the live database and their account activated.