Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

http://jira.pearsoncmg.com/jira/browse/ASD-325

...

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.

...

titleClick here to view a screenshot...

...

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

...

titleClick here to view a screenshot...

...

Select the organization and click Authorized to Report.

 

Option - Manage via Work Requests

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

...

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

Expand
titleClick here to view a screenshot...
Image Removed

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

...

titleClick here to view a screenshot...

...

Select the organization, click Approve or Reject,  as appropriate. 

Expand
titleClick here to view a screenshot...

Image Removed

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.

...

titleClick here to view a screenshot...

...

View Reporting Requests

From Setup > Work Requests, click the Work Type filter select Final ReportingAll reporting requests will be listed.

  • To view by reporting status, from the Status filter select a transfer status: Waiting for Approval, Rejected or Approved, all related requests will be listed.

...

titleClick here to view a screenshot...

...

Related Information

To learn more about organizations, see Manage Organizations.

For reporting requests, see 3.1 NEW Request Authorization to Report.

 

 

 

 

 

 

 

 

Anchor
TOP
TOP

Extra Table Properties
table-width10%
column-widths80%,20%
hide-bordertrue

Livesearch
spaceKeyPAsup
placeholderEnter your search criteria.

Anchor
RI
RI
(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. 

Anchor
Instructions
Instructions
Step-by-Step 

UI Text Box
sizemedium

Image Added


(Click Image Addedto view image)

  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

UI Text Box
typeinfo

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