Page tree
Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Next »


Unable to render {include} The included page could not be found.

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.

 


 

 

 

 

 

 

 

 

  • No labels