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When an organization's assessment data is ready for 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 Reporting

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

Option- 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  or click the down arrow next to the Search button and select Show all results.

     Click here to view a screenshot...

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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, click Request Authorization.

     Click here to view a screenshot...

Option - Work Requests 

To send an approval request using Work Requests or to edit an existing request, follow these steps:

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

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

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  3. Select the organization, click Send Request.

     Click here to view a screenshot...
     

Approval Notification

A red bell icon at the top of a page indicates there are approval requests for reporting 

Send Approval for Reporting

There are two ways to approve reporting requests, as explained below:

Option- Manage ATR Status

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

  1. From Setup > Organizations, using the filters, select your organization  or click the down arrow next to the Search button and select Show all results.

     Click here to view a screenshot...

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

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

     Click here to view a screenshot...
     
  3. Select the organization, click Authorized to Report.

     Click here to view a screenshot...

Option - Work Requests 

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

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

     Click here to view a screenshot...
     
  2. Click the Select Tasks drop-down and select Approve / Reject Final Reporting. Click Start.

     Click here to view a screenshot...
     
  3. Select the organization, click Approve.

     Click here to view a screenshot...
     

 


 

 

 

 

 

 

 

 

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