1. goAML User Guide
  2. Acting on a Report

7 Acting on a Report

After reports are analyzed using the Reports Details page, an authorized user can take the following actions on reports:

  • Requesting the Report for Approval: As an Analyst, you can request the supervisor to approve the report for filing when it is in the Open, Reopened, Requested for Approval, or Rework status. Click Request Report for Approval to take this action. The status of the report changes to Requested for Approval.
  • Approving Reports: As a Supervisor, you can assess the reports that are requested for your approval. You can approve reports that are in Open, Reopened, Requested for Approval, or Rework status. Click Approve Report to take this action. If you approve the request, the status of the report changes to Approved.
  • Reworking on Reports: As a Supervisor, you can send reports for rework if they are incomplete or need more investigation. You can order reports for rework when they are in the Open, Reopened, Requested for Approval, or Rework status. Click Rework Report to take this action. The status of the report changes to Rework.
  • Canceling Report Filing: As an Analyst or a Supervisor, you can decide to cancel the filing of the report. You can cancel the reports from e-filing when they are in the Open, Reopened, Requested for Approval, or Approved status. Click Cancel Filing to take this action. The status of the report changes to Canceled.
  • Reopening Reports : If a report is canceled for any reason and needs to be evaluated again, an Analyst or a Supervisor can reopen a report. You can reopen a report only when it is in the Can- celed status. Click Reopen a Report to take this action. The status of the report changes to Reopen.
  • Submitting the Reports: After the reports are validated, they must be submitted. As an Analyst or a Supervisor, click Submit to submit the report.
  • Setting a Due Date: As an Analyst or a Supervisor, you can set due date to a report in any status. By setting due dates, the status of the report does not change.
  • Rejecting a Report :Only authorized users can perform the above-mentioned actions.