Page tree

Versions Compared

Key

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

...

When an organization's assessment data is ready for reporting, the organization sends an approval request to an organization above it in the hierarchy. Once approved, reports are available for the requesting organization to view, as described in 3.1-NEW Authorization to Report, reports are available for the requesting organization to view. 

 Request Authorization to Report

...

  1. 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.

    Expand
    titleClick here to view a screenshot...

    Include Page
    _PAsup_Organizations_Search_ShowAllResults
    _PAsup_Organizations_Search_ShowAllResults

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

    Expand
    titleClick here to view a screenshot...

    Include Page
    _PAsup_Organizations_SelectTasks
    _PAsup_Organizations_SelectTasks

  3. Select the organization , and click Request Authorization.

    Expand
    titleClick here to view a screenshot...

...

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

    Expand
    titleClick here to view a screenshot...
  2. Click the Select Tasks drop-down and select Request / Edit Final Reporting. Click Start.

    Expand
    titleClick here to view a screenshot...
    Include Page
    _PAsup_workRequests
    _PAsup_workRequests
  3. Select the organization , and click Send Request.

    Expand
    titleClick here to view a screenshot...

...