Data Collection

In complex data collection processes, maintaining an overview of the current status is crucial for ensuring accuracy and compliance. Each part of the Entity Data Collection process and each Constituent Entity has specific milestones that help in tracking progress and coordinating efforts. These milestones provide essential information on the current state of data entries, allowing users to determine whether all necessary data is available for specific calculations, such as the Safe Harbor Check.

For reporting purposes, manual adjustments may not be necessary if all key values are imported automatically. In such cases, milestones can be imported to streamline the reporting process, eliminating the need for manual data entry and review at the CE level.