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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 an organization above it in the hierarchy, as described in 3.1 NEW Request Authorization for Reporting. Once approved, reports are available for the requesting organization to view. 

Approve Reporting Requests

There are two options to approve reporting requests as explained below:

Option - Manage via Authorization to Report Requests

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 - Manage via Work Requests

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

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From Setup > Work Requests, click the Work Type filter and select Final Reporting. Select your organization. 

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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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Approval Notification

A red bell icon at the top of a page indicates there are approval requests for reporting. Click the bell icon and then click Reporting Requests to see pending approvals.

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View Reporting Requests

To view all transfer requests, from Setup > Work Requests, click the Work Type filter and select Final Reporting.

To view all related requests by transfer status, click the Status filter and select a transfer status.

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Related Information

To understand how the request for reporting is created, see 3.1 NEW Request Authorization for Reporting.

 

 

 

 

 

 

 

 

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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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