Profile Management

The Home page displays colored tiles for each profile status. Each tile shows the number of profiles with that status. The tiles function as filters that enable you to filter profiles by status. When you select a status tile, all profiles with that status display in the grid. To clear the filter, select the same tile again. The profile statuses are: Not Started, In Process, Submitted, and Completed.

When you select a profile from the grid, the Profiles pane displays the status progression of that profile. Completed statuses display with a checkmark. The current status of the profile is listed last and does not display a checkmark.

The access group a user is assigned to determines their view and usage of the Home page. See Access . Approvers, Preparers, and Viewers each have a different view of the details pane and have access to different options depending on the profile status.

NOTE: The View button displays in all profile statuses for the View access group.

Task	Role	Status	Details Pane View
Create profile	Administrator	Not Started	Approver: the View button displays Preparer: the Manage button displays NOTE: You cannot submit a profile with a Not Started status.
Data entered and saved	Preparer	In Process	Approver: the View button displays Preparer: the Manage button displays
All data entered and submitted	Preparer	Submitted	Approver: the Manage button displays Preparer: the View button displays
Profile Approval Process
Profile is approved	Approver	Completed	The View and Manage buttons do not display for all users.
Profile is rejected	Approver	In Process	Approver: the View button displays Preparer: the Manage button displays
A Completed profile is reverted	Approver	In Process	Approver: the View button displays Preparer: the Manage button displays

NOTE: The Revert button does not display for Completed profiles if the workflow is complete.

Data cannot be added or edited if the profile is in the Submitted or Completed status. When the profile has these statuses, the New and Edit icons do not display on the data entry tabs. To view data on these tabs when the profile status is Submitted or Completed, click the View button above the data entry grid.