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General InformationPrerequisitesInstructionsEffects

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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 Removed

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

  3. Click Select Task, select Approve / Reject Final Reporting, and click Start.Image Removed

  4. Click Approve or Reject, as appropriate.Image Removed

You can also approve or reject a request to proceed with reporting from within organizations by selecting Manage ATR Status.Image Removed

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

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  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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  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

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and click Reporting Requests.

Back to the top

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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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Related Information

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