Approve your report

  1. Open the case associated with the report that needs to be approved.
  2. When the system opens the Case Form, click the Regulatory Reports tab to displays the case details.
  3. Click the icon associated with the report you wish to approve and select View Report Details.
  4. When the system opens the Report Details dialog box, click the Routing tab.
  5. When the system opens the Routing tab, select Approved from the State drop-down list and click Route.
  6. When the system opens a dialog box, enter the required information and click OK to approve the report.