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This page explains two ways to request authorization to report.

Option - Request Authorization through Organizations

To 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.

     Click here to view a screenshot...

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  3. Select the organization and click Request Authorization.

Option - Request Authorization Using Work Requests

via 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 and select Final Reporting. Select your organization. 

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

     Click here to view a screenshot...
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  3. Select the organization and click Send Request.

     Click here to view a screenshot...

    Related Information

    To learn more about organizations, see Manage Organizations.

    For approving reporting requests, see 3.1 NEW Request Authorization for Reporting.

     


 

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