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. 

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.

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

3. Select the organization, click Request Authorization.

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. 

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

3. Select the organization, click Send Request.

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 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.

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

3. Select the organization and click Authorized to Report.

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. 

2. Click the Select Tasks drop-down and select Approve / Reject Final Reporting. Click Start.

3. Select the organization, click Approve or Reject,  as appropriate. 

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 Rejected. The system displays organizations whose requests have been either rejected or approved

Example Approved Request Example Rejected Request