When an organization's assessment data is ready for reporting, the organization sends an approval request to an organization above it in the hierarchy. Once approved, as described in 3.1-NEW Authorization to Report, reports are available for the requesting organization to view. 

 Request Authorization to Report

There are two options to send an approval request, as explained below:

Option - Manage via Authorization to Report Requests

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 - Manage 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. 

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

  3. Select the organization, click Send Request.


Related Information

To understand how the approval process, see 3.1-NEW Authorization to Report.