How to correct and inactivate an OASIS assessment

This article will offer step-by-step instructions on how to correct or inactivate an OASIS form.

• Corrections Workflow
  • Permissions required (ACLs)
• Inactivation Workflow
  • Permissions required (ACLs)

Corrections Workflow

⚠️ This step is only applicable in case of need. Users can skip this step if no corrections are required for their OASIS submissions.

To start, first change the status of the OASIS form from “Sent” to “Correcting”.

Users are then to select the appropriate corrections workflow.

If the OASIS assessment was rejected by IQIES and was never uploaded, follow the below corrections workflow in order to make changes without increasing the correction number:

To re-export the files, users should follow the same corrections flow as outlined for forms in the “approved” status.

If the OASIS assessment was successfully uploaded to IQIES, follow the below corrections workflow so to make changes with a new corrections number:

Please note that OASIS key fields and advanced components cannot be modified within this workflow. Once changes have been made, users are to re-submit the form to move it back to the “approved status” for re-export.

If any changes are needed for “Key Fields”, follow the “Inactivation” workflow below.

Permissions required (ACLs)

The "Unlock sent oasis forms" ACL is required to correct an OASIS form. You can access it by navigating to Settings> Roles and Permissions, then select the "Workflow" folder under the applicable role.

Inactivation Workflow

If an OASIS assessment needs to be inactivated, such as the case where the file had been previously uploaded to IQIES, or a key field error was made, users can choose to inactivate the assessment. This can be done per form submission. The ACL required for this task is called "Inactivate OASIS forms"

From “Client forms”, navigate to the appropriate form submission and change the status from “Sent” to “Inactive”, as shown below.

Once the status is changed to “Inactive”, the form will no longer be editable. This form can now be included in a new export and marked as “sent” for upload to IQIES.

Permissions required (ACLs)

The "Inactivate OASIS forms" ACL is required to inactivate OASIS forms. You can access it by navigating to Settings> Roles and Permissions> Workflow.