http://jira.pearsoncmg.com/jira/browse/ASD-325
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.
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.
Click the Select Tasks drop-down and select Request / Edit Final Reporting. Click Start.
Select the organization, click Send Request.
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.
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.
Click the Select Tasks drop-down and select Approve / Reject Final Reporting. Click Start.
Select the organization, click Approve or Reject, as appropriate.
To view approved or rejected reporting requests, from Setup > Work Requests, select from the Status filter select Rejected or Approved. A list of organizations whose requests have been rejected or approved will be displayed.
Rejected requests Approved requests
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