Making adjustments subsequent to an Approval

Using E-Class
Making adjustments after an approval
This is a PowerPoint presentation of about five
minutes duration. It is intended for E-Class users
having the APPROVER role.
This will explain when and how to make
adjustments to a case file after it has received a
classification approval.
You may exit the presentation at any time simply
by closing the Window.
Where this arrow appears, click on it to advance the
slides.
Typical Review Cycle
The right-hand column shows the typical stages of
review, from initiation to approval notice.
Minor Post-Approval Edits
Sometimes relatively small corrections are necessary to
“tidy up” a case file after a classification outcome has
been approved.
These corrections should be made to the current
Approval Notice row of the case diary by using the
Update Current Diary Entry checkbox.
Minor Edits
Minor edits do not add diary rows. Such corrections are
made on the Approval Notice row.
However, it’s a good idea to insert a comment to record
that minor edits were made.
Examples of “Minor” Edits
• Grammatical, spelling or formatting corrections
to a job description or rationale
• The addition of staffing criteria to the description
or document library
• Edits to the language of a factor rating where no
change in rating level is involved
• Changes to a minor factor (a factor other than 1,
2 or 5) that no effect on the outcome
classification
Can’t update current diary entry?
Not all E-Class user roles have the power to update the
current diary row. In these cases, minor corrections
should be made by adding diary rows while keeping the
Approval Notice action/reason unchanged.
Don’t “re-approve” approved case files!
No!
Never insert a second Approved row after Approval
Notice has been declared. This compromises the
integrity of the review cycles and corrupts several
performance reports!
If the required edits are significant…
…then a second review cycle (albeit a much shorter one)
should be declared and recorded.
Examples of “Significant” Post-approval
Edits
• Substantive changes to the job
description
• Changes to a rating on Factors 1, 2 or 5
• Changes to a minor factor that impacts
the outcome classification
• Change in a reporting relationship or
span of control
End
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