...

When an organization's assessment data is ready for reporting  the organization sends an approval request to its parent or to a higher organization. Once approved, reports are available for the requesting organization. 

Send an Approval Request for Reporting

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

Option- Manage ATR Status

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

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

...

...

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

Expand
title Click here to view a screenshot...
Image Removed

Select the organization, click Request Authorization.

...

...

Work Requests - Request / Edit Final Reporting

1. From Setup > Work Requests, select your organization. 

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

3. Select the organization, click Send Request.

Anchor
TOP TOP

Extra Table Properties
table-width 10% column-widths 80%,20% hide-border true
On this page: General Information ♦ Prerequisites ♦ Instructions ♦ Effects Livesearch spaceKey PAsup placeholder Enter your search criteria.

Anchor
RI RI

 Feature availability varies by program and role.

You can authorize a request for an organization to proceed with report processing when the assessment data is ready for reporting. 

Anchor
Instructions Instructions

Step-by-Step 

UI Text Box
size medium
Image Added (Click Image Addedto view image) From Setup, select Work Requests.Image Added Click the checkbox next to your organization.Image Added To limit the requests displayed, click the Work Type filter, and select Final Reporting. Click Select Tasks, select Approve / Reject Final Reporting, and click Start.Image Added Click Approve or Reject, as appropriate.Image Added You can also approve or reject a request to proceed with reporting from within organizations by selecting Manage ATR Status.Image Added

UI Text Box
type info
Anchor Effects Effects Effects To view pending enrollment approvals, click the red bell icon at the top of the page, and click Reporting Requests.

Back to the top