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.
There are two options to send an approval request, as explained below:
To send an approval request using Manage ATR (authorization to report), follow these steps:
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 the Select Tasks drop-down and select Manage ATR Status. Click Start.
Select the organization and click Request Authorization.
To send an approval request using Work Requests or to edit an existing request, follow these steps:
From Setup > Work Requests, click the Work Type filter and select Final Reporting. Select your organization.
Click the Select Tasks drop-down and select Request / Edit Final Reporting. Click Start.
Select the organization and click Send Request.
To understand how the approval process, see 3.1-NEW Authorization to Report.