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IR:_PAsup_InfoPartOf_ManageOrganizations
IR:_PAsup_InfoPartOf_ManageOrganizations


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IR:_PAsup_limited_feature
IR:_PAsup_limited_feature
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IR:_PAsup_workRequests_reportingIntroduction
IR:_PAsup_workRequests_reportingIntroduction
 This page explains two ways to authorize requests to report.

Option - Authorize Through Organizations

To approve or reject a request to proceed with reporting from within organizations, follow these steps:

  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.

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    IR:_PAsup_Organizations_Search_ShowAllResults
    IR:_PAsup_Organizations_Search_ShowAllResults

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

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    IR:_PAsup_Organizations_SelectTasks
    IR:_PAsup_Organizations_SelectTasks

  3. Select the organization and click Authorized to Report.

     

Option - Authorize Through Work Requests

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

  1. From Setup > Work Requests, click the Work Type filter and select Final Reporting. 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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    IR:_PAsup_workRequests
    IR:_PAsup_workRequests

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

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View Pending Reporting Approvals

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

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IR:_PAsup_menuBar_bellIcon
IR:_PAsup_menuBar_bellIcon
 

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.

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    IR:_PAsup_WorkRequests_Status
    IR:_PAsup_WorkRequests_Status

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