DATIM

Section 4: Guidance for Data Submission

Carlos Palacio -

Purpose

This section includes all PEPFAR guidance and training for how expenditures can be submitted for reporting for COP22/FY23. The section focuses primarily on data submission of expenditures in the template or ERB Processor App, including how to import expenditures from templates, review expenditures, and submit the finalized expenditure data.  

Below are the articles for Guidance for Data Submission:

 


 

Template Data Submission Instructions for Partners

This document explains how users using the template for data entry can submit expenditures from the template using 2 methods: Importing or Copying and Pasting.  It also explains the steps for how to review entries in the ERB App before submitting the data in the Data Approval App. 

Template Data Submission Instructions for Partners

 

DATIM ERB App Data Submission Instructions for Prime Partners

This document explains how users using the ERB Processor App for data entry can submit expenditures from the ERB app, as well as the steps for how to review entries in the ERB App before submitting the data in the Data Approval App. 

DATIM ERB App Data Submission Instructions for Prime Partners

 

Online Data Submission and Approval Demo

This video walks through this years’ DATIM Data Approval App Submission and Approval workflow. It includes an overview of how to access the DATIM Data Approval App, how to submit expenditures, and how to recall expenditures. Partner instructions are discussed from 2:05 - 3:01 minutes. 

Online Data Submission and Approval Demo

 

Checklist for Partners - Before Submitting Expenditures

This article provides a checklist for implementing partners to help them review their Expenditure Reporting entries before submitting them.  It includes suggestions for when activities should be completed, how to enter expenditures, reviewing unlikely combinations of program area and cost category/beneficiary to resolve, and submission guidance. 

Checklist for Partners - Before Submitting Expenditures

 

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