How to Resolve a Query (step-by-step)
1. Navigate to the queried form within the Recipient Forms page | |
2. Select edit form | |
3. Collapse all sections | |
4. Locate the section name with a query indicator & open section | |
5. Locate question(s) with a query | |
6. Click the query icon to see query comment (what CIBMTR is asking you to review/do) |
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7. Exit pop-up and update answer/complete action | |
8. Interact with query icon a. Select option from dropdown b. Add a comment c. Click Save Now |
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9. A successfully addressed query will now have a green check mark | |
10. Select the submit form icon | |
11. Before re-submitting the form, check for new potential correction errors. When finished, submit the form. |
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12. Ensure form went to PND status | |
13. CIBMTR will then review the query and either: a. Approve the query => Form will go to CMP status & query will be resolved b. Reject the query => Form will return to QRY status and data manager will follow steps 1-13 until query is approved. |
Last modified:
Jul 26, 2024