> ## Documentation Index
> Fetch the complete documentation index at: https://help.dingtalk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Data manager handbook

> DingTalk OA Approval data manager handbook: learn the role definition and core actions of a data manager, including viewing, querying, exporting, and deleting approval data, as well as downloading approval forms and reviewing the activity log.

## 1. Role overview

<Note>
  In DingTalk OA Approval, non-admin users such as supervisors and specialists who can manage data are called data managers.

  A data manager's action permissions: view, export, and delete data within the permission scope.

  Data managers can perform data management actions in **OA Approval** > **Data Center** and **OA Approval** > Form > **History**.

  **Note**: The management scope and action permissions of a data manager are configured by the approval admin in the form.
</Note>

## 2. Prerequisites

By default, data permissions in an approval app only allow users to "**view**" the approval forms they "**initiated or participated in**". To grant a broader data scope and more action permissions, the admin must **create a permission group** in the form.

Go to Form > **Edit** > **Advanced settings** > **Manage permissions**, click **Add permission group**, and set the **Management scope** and **Action permissions**.

<Frame>
  ![Add permission group settings](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/2M9qP5jJXRgRYO01/img/274762ad-1afd-4563-9989-edb1308313a7.png)
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**Management scope**

| Management scope | Description                                                                                    |
| ---------------- | ---------------------------------------------------------------------------------------------- |
| Owned by me      | Forms submitted by the permission group members themselves                                     |
| Entire company   | Forms submitted by anyone in the company                                                       |
| Same tier        | Forms submitted by all users who report to the same supervisor as the permission group members |
| Subordinates     | Forms submitted by the permission group members and their subordinates                         |
| Custom           | Forms submitted by the permission group members and specified departments or users             |

**Action permissions**

| Action permissions | Description                                                                                                                                                                 |
| ------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| View               | Users with this permission can view the list and details of approval forms within the management scope in the OA Approval app > **Data management** and Form > **History**. |
| Export             | Users with this permission can export the detailed list of approval forms within the management scope in the OA Approval app > **Data management** and Form > **History**.  |
| Delete             | Users with this permission can delete approval data within the management scope in the OA Approval app > **Data management**, Form > **History**, and on the form itself.   |

## 3. Core actions of a data manager

### 1. View data

To view all form data, go to **OA Approval** > **Data management**.

<Frame>
  ![Data management page in OA Approval](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/pLdn55XrMNw57no8/img/978dde68-fa3f-454c-b691-98e880aa8f41.png)
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To view data for a specific form, go to **OA Approval** > Form > **History**.

<Frame>
  ![Form history page](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/pLdn55XrMNw57no8/img/deda141b-b44b-44c6-b5a5-9820b9426c60.png)
</Frame>

### 2. Query and export data

You can query data by form name, approval status, initiator, approval number, submission time, and completion time. The maximum time span is six months.

<Frame>
  ![Data query filters](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/pLdn55XrMNw57no8/img/6972e028-e77b-433e-8bc7-7f96df2cbec2.png)
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You can export the data to a DingTalk Spreadsheet or download it to your local device.

<Frame>
  ![Export options for approval data](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/pLdn55XrMNw57no8/img/7d41886e-bb56-4b25-8af7-e8243257a07c.png)
</Frame>

If you choose to download the file locally, the spreadsheet is delivered via Work Notifications.

<Frame>
  ![Spreadsheet delivered via Work Notifications](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/pLdn55XrMNw57no8/img/58851a44-339b-4941-99c7-d81c311f0b96.png)
</Frame>

### 3. Delete data

After filtering or querying, you can select all records to delete, or select specific records and click **Delete selected**.

<Frame>
  ![Delete selected records](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/pLdn55XrMNw57no8/img/e2a2eff8-c36a-4c87-95de-98ca0fc64dcb.png)
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Because deletion has a significant impact, you must confirm the action with your own signature.

<Frame>
  ![Signature confirmation for deletion](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/pLdn55XrMNw57no8/img/861f0997-3bca-48ad-86ba-5d1f67d0f924.png)
</Frame>

### 4. Download

Click **View** to open the form details, then click **Download** in the upper-right corner to save the current form as a PDF for archiving. You can also print it directly via cloud printing.

<Frame>
  ![Download form as PDF](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/pLdn55XrMNw57no8/img/a7834610-2c68-4723-9b6f-7653a5c29e61.png)
</Frame>

### 5. View activity log

In the activity log, you can view the export, print, and deletion records of **the operator themselves**.

<Frame>
  ![Activity log records](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/pLdn55XrMNw57no8/img/6b9e0f44-0aa2-4d10-9d8d-dfd00a53c027.png)
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