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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. Select the organization.

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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:

  1. From Setup > Work Requests, click 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.

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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. Select the organization.

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

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Select the organization and 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, click 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 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 and select Approved or RejectedThe system displays organizations whose requests have been either rejected or approved

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Example Approved Request

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Example Rejected Request

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(info) 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. 

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  1. From Setup, select Work Requests.Image Added

  2. Click the checkbox next to your organization.Image Added To limit the requests displayed, click the Work Type filter, and select Final Reporting.

  3. Click Select Tasks, select Approve / Reject Final Reporting, and click Start.Image Added

  4. 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

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To view pending enrollment approvals, click the red bell icon at the top of the page, and click Reporting Requests.

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