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.
You need to go to “Select Funding Sources” and click on the checkbox besides NDAP and go to "Options" and click on the checkbox besides "Show activities for all staff". Then, you will be able to see the cases in which NDAP Topic has not been actioned off.
Here, you can see that 3 cases have not had their NDAP Topic "selected". We can start with the first case i.e. of Colin Firth, which is shown below.
Once you click on a particular NDAP Topic and proceed towards the next case, it gets actioned off and the “OK” checkbox besides the case is ticked off.
When you want to select a “Topic” which is not shown in the dropdown below the NDAP Topic option, you can do so by first clicking on the checkbox besides “Use full Topic list” in the Options part of the results screen. Then you will be able to see the full topic list such that you can select the correct NDAP Topic for the respective case.
With this, we have completed the first step in DEX Reporting i.e. getting all the data updated from the Review screens.
We can now move on to running the report such that it can be uploaded to the DEX portal.