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http://jira.pearsoncmg.com/jira/browse/ASD-325


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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 options to send an approval request, 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, search to find your organization or click the down arrow next to the Search button and select Show all results. Select the organization.

     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, click 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.

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Approval Notification

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

 Click here to view a screenshot...
 

 

Send Approval for Reporting

There are two options 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, search to find your organization or click the down arrow next to the Search button and select Show all results. Select the organization.

     Click here to view a screenshot...

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

     Click here to view a screenshot...
     
  3. Select the organization and 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, click 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 or Reject,  as appropriate. 

     Click here to view a screenshot...

View Approved or Rejected Work Requests

To view approved or rejected reporting requests, from Setup > Work Requests, select from the Status filter and select Approved or RejectedThe system displays organizations whose requests have been either rejected or approved

 Click here to view screenshots...

 

Example Approved Request

Example Rejected Request

 

 

 


 

 

 

 

 

 

 

 

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