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When an organization's assessment data is ready for final reporting  the organization sends an approval request to its parent or to a higher organization. Once approved, reports are available for the requesting organization. 

Send an Approval Request for Final Reporting

There are two ways to send an approval requests as explained below

Manage ATR Status

To send an approval request using Manage ATR (authorization to report), follow these steps:

  1. From Setup > Organizations, using the filters, select your organization. 

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

  3. Select the organization, click Request Authorization.


 Click here to view a screenshot...


Work Requests - Request / Edit Final Reporting

  1. From Setup > Work Requests, select your organization. 

  2. Click the Select Tasks drop-down and select Request / Edit Final Reporting. Click Start.

  3. Select the organization, click Send Request.










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