The third review screen, NDAP Topic, deals with updating the NDAP Topic of all the client cases.
At first, you will be able to see this screen upon clicking DEX "NDAP Topic Review" on the toolbar, which does not consist of any results.
Go to “Select Funding Sources” box and click on the checkbox beside "NDAP". A list of NDAP cases that have not been allocated an NDAP topic will appear.
You will see by the highlighted row in the NDAP Topic column the cases which need to be allocated a specific topic. In the screenshot below it shows a case that does not have a NDAP Topic selected. Click inside the cell and the drop down list will appear with a long list of topics to choose from.
You have now completed the first step in DEX Reporting i.e. getting all the data updated from the Review screens.
You can now move on to running the report so that it can be uploaded to the DEX portal.