2.5.5 Batch Approving CTRs

A user with a QA Analyst role can approve multiple CTRs in a batch and move them from Pending for QA Review statuses, and In QA Review statuses to Ready for E-File status.

To batch approve CTRs, follow these steps:

1. On the Search and List page. Click Batch Approval to batch approve all CTRs in Pending QA Review/In QA Review to Ready for E-File status. A confirmation message window displays.

   Note:

   For a QA Analyst user, by default the Pending QA Review view option is selected and displayed.

2. Click OK.

   Note:

   You can also select individual CTR IDs and use the Action to change the status from Pending QA Review/In QA Review to Ready for E-File.