using e-class making adjustments after 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.

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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

However, it’s a good idea to insert a comment to record that minor edits were made.

Minor edits do not add diary rows. Such corrections are made on the Approval Notice row.

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!

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!

No!

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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