7.1 Requesting the Report for Approval

An Analyst requests the supervisor to approve the report for filing when it is in the Open, Reopened, Requested for Approval, or Rework status. A Supervisor evaluates and then approves, rejects, or closes the report.

To submit a report for approval, follow these steps:

1. On the Regulatory Report Details page, click Request for Approval. The Request for Approval Action window is displayed..

   Note:

   If the mandatory information is missing or invalid, a warning message is displayed prompting you to correct the information before requesting approval.
2. Enter the comments in the Comments field.

   Note:

   You can enter up to 255 characters.
3. Click Save. A confirmation message is displayed and on the Report Details page, the status of the report changes to Requested for Approval. The Audit page tracks both actions and comments entered while performing the Request for Approval action.
   If your requests are rejected by the Supervisor, you will receive a notification. Click the Notification icon to view the notification of rejected reports.