6.1.1 Action Buttons

The action buttons are displayed based on your role and the current status of the report.

The following are the action buttons in the Regulatory Report Details:

• Add Comments: This button displays in the Regulatory Report Details in all the report statuses. It allows you to add comments to the report. For more information about adding comments, see Adding Comments to Report.
• Draft Report: This button displays in all the report statuses. It allows you to view the report details in a PDF. For more information about the draft report, see Viewing the Draft Report.
• Request For Approval: This button displays in the Regulatory Report Details when the report is in Open, Rejected, or Rejected from e-file status. It allows you to submit a report for approval. For more information about requesting approval, see Requesting Approval.
• Approve: This button displays in the Regulatory Report Details when the report is in Request for Approval status for the Supervisor user and in Open, Rejected, Rejected from e-file, and Request for Approval status for Super User. It allows you to approve reports. For more information about approving reports, see Approving Reports.
• Re-approve: This button displays in the Regulatory Report Details when the report is in Approved or Re-approve Required status for the Supervisor and Super User. It allows you to reapprove reports. For more information about reapproving reports, see Re-Approving Reports.
• Reject: This button displays in the Regulatory Report Details when the report is in Request for Approval, Approved, and E-file generated status for the Supervisor and Super User. It allows you to reject reports. For more information about rejecting reports, see Rejecting Reports.
• Close: This button displays in the Regulatory Report Details when the report is in Request for Approval status for the Supervisor user and in Open, Approved, Rejected, Rejected from e-file, Request for Approval status for the Super User. For more information about rejecting reports, see Closing Reports.
• Set Due Date: The Set Due Date action allows you to set a due date or modify an existing due date of a SAR. The due date is set based on the date the SAR creation request is sent from the OFS ECM to OFS CRR. This is the period during which the SAR must be filed with FinCEN. The Due date is configurable, and by default, it is set to 30 days from the date of SAR creation. It includes only business days, excluding holidays and weekends. This action button is also available on the Report List page so that you can take action on multiple reports Setting Due Date for Reports.