7 Acting on a Report

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

Reassigning Reports: This enables you to reassign the report or reports to other users based on the status of the report.

Requesting the Report for Approval: As an Analyst, you can request for 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 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 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 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. Note that you can reopen a report only when it is in the Canceled status. Click Reopen a Report to take this action. The status of the report changes to Reopen.

Generating E-File: After the reports are approved then an Analyst or a Supervisor can generate reports by clicking Generate Report. The status of the report changes to E-File Generated.

Submitting the Reports: After the reports are validated, they must be submitted. As an Analyst or a Supervisor, you can submit a report by clicking the Submit button.

Adding Comments: You can add comments to a report in any status. By adding comments, the status of the report doesn't change.

Setting a Due Date: You can set the due date to a report in any status. By setting dates, the status of the report doesn't change.