7.2 Approving Reports

A Supervisor can approve a report when it is in the Open, Reopened, Requested for Approval, or Rework

status.

To approve a report, follow these steps:

1. On the Reports Details page, click Approve. The Approve window is displayed.
2. Enter the Comments in the Approve window.

   NOTE

   In the comments box in the Request for Approval window, you can enter a maximum of 255 characters.

3. Click Save. A confirmation message is displayed.

   NOTE

   The naming convention for the final STR is in the format STR_Case ID_Approved Date (DD-MM-YYYY_HH24-MM-SS).doc. If the report is created from the OFS ECM, you can rename the final STR while saving.

   When the report is created manually, the naming convention for final STR is in the format STR_Manual_Approved Date (DD-MM- YYYY_HH24-MM-SS).doc.

4. Click OK. The Report Details page is displayed, and the status of the report changes to Approved.

After the report is approved, the application generates the final report containing the required information that must be submitted to the regulatory authority. The Audit section tracks both actions and the comments entered while performing the Approve action.