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There are two ways to send an approval requests, as explained below:

Option- Manage ATR Status

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  1. From Setup > Organizations, using the filters, select your organization  or click the down arrow next to the Search button and select Show all results.

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    _PAsup_Organizations_Search_ShowAllResults
    _PAsup_Organizations_Search_ShowAllResults

  2. Click the Select Tasks drop-down and select Manage ATR Status. Click Start.

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  3. Select the organization, click Request Authorization.

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Option - Work Requests 

To send an approval request using Work Requests or to edit an existing request, follow these steps:

  1. From Setup > Work Requests, select from the Work Type filter Final Reporting and then select your organization. 

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  2. Click the Select Tasks drop-down and select Request / Edit Final Reporting. Click Start.

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  3. Select the organization, click Send Request.

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Approval Notification

A red bell icon at the top of a page indicates there are approval requests for reporting 

Send Approval for Reporting

There are two ways to approve reporting requests, as explained below:

Option- Manage ATR Status

To send an approval for reporting using Manage ATR (authorization to report), follow these steps:

  1. From Setup > Organizations, using the filters, select your organization  or click the down arrow next to the Search button and select Show all results.

    Expand
    titleClick here to view a screenshot...

    Include Page
    _PAsup_Organizations_Search_ShowAllResults
    _PAsup_Organizations_Search_ShowAllResults

  2. Click the Select Tasks drop-down and select Manage ATR Status. Click Start.

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  3. Select the organization, click Authorized to Report.

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Option - Work Requests 

To approve or reject a reporting request using Work Requests, follow these steps:

  1. From Setup > Work Requests, select from the Work Type filter Final Reporting and then select your organization. 

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  2. Click the Select Tasks drop-down and select Approve / Reject Final Reporting. Click Start.

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  3. Select the organization, click Approve.

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