When a batch is ready to move to the next step in the workflow, you can update its status. For example, your organization’s workflow for a constituent batch specifies that after you enter data into a batch, an approver must validate the data entry before the program commits the batch to the database. To submit the batch for approval, you must update its status to the next status of the workflow. You can update a batch to the next workflow status from the Batch Entry page or the batch data entry screen.
Note: To ensure that a batch owner has access to the batch after it is committed, always use Update status to assign new owners instead of Edit properties. For more information about when to use Edit properties, see Edit batch properties .
Before you update the status of a batch, we recommend you validate the batch to verify the data entry is free from exceptions. For information about how to validate a batch, see Validate a Batch.
Note: When the batch is in the final status of its workflow before committal, the Update status option is disabled. To move the batch to its next status, you must commit the batch. For information about how to commit a batch, see Commit a Batch.