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.
There are two ways to send an approval requests, as explained below:
To send an approval request using Manage ATR (authorization to report), follow these steps:
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 the Select Tasks drop-down and select Manage ATR Status. Click Start.
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Select the organization, click Request Authorization.
To send an approval request using Work Requests or to edit an existing request, follow these steps:
From Setup > Work Requests, select from the Work Type filter Final Reporting and then select your organization.
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Click the Select Tasks drop-down and select Request / Edit Final Reporting. Click Start.
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Select the organization, click Send Request.
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A red bell icon at the top of a page indicates there are approval requests for reporting
There are two ways to approve reporting requests, as explained below:
To send an approval for reporting using Manage ATR (authorization to report), follow these steps:
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 the Select Tasks drop-down and select Manage ATR Status. Click Start.
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Select the organization, click Authorized to Report.
To approve or reject a reporting request using Work Requests, follow these steps:
From Setup > Work Requests, select from the Work Type filter Final Reporting and then select your organization.
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Click the Select Tasks drop-down and select Approve / Reject Final Reporting. Click Start.
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Select the organization, click Approve.
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