http://jira.pearsoncmg.com/jira/browse/ASD-325
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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 options to send an approval request, as explained below:
Option - Manage ATR Status
To send an approval request using Manage ATR (authorization to report), follow these steps:
From Setup > Organizations, search to find your organization or click the down arrow next to the Search button and select Show all results.
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Click the Select Tasks drop-down and select Manage ATR Status. Click Start.
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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:
From Setup > Work Requests, select from the Work Type filter Final Reporting and then select your organization.
Expand title Click here to view a screenshot... Click the Select Tasks drop-down and select Request / Edit Final Reporting. Click Start.
Expand title Click here to view a screenshot... 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.
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Send Approval for Reporting
There are two options 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:
From Setup > Organizations, search to find your organization or click the down arrow next to the Search button and select Show all results.
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Click the Select Tasks drop-down and select Manage ATR Status. Click Start.
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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:
From Setup > Work Requests, select from the Work Type filter Final Reporting and then select your organization.
Expand title Click here to view a screenshot... Click the Select Tasks drop-down and select Approve / Reject Final Reporting. Click Start.
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Select the organization, click Approve or Reject, as appropriate.
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View Approved or Rejected Work Requests
To view approved or rejected reporting requests, from Setup > Work Requests, select from the Status filter select Rejected or Approved. A list of organizations whose requests have been rejected or approved will be displayed.
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Rejected requests Approved requests
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You can authorize a request for an organization to proceed with report processing when the assessment data is ready for reporting.
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To view pending enrollment approvals, click the red bell icon at the top of the page, and click Reporting Requests. |