Approve a report submission
Once a responding organization has answered a change request, review what they submitted and approve the report when everything looks right.
Before you start:
-
Ensure your UpMetrics login is assigned an Org Admin or Editor role. Learn more about roles and permissions.
- You have at least one report in the Ready for Review tab.
Steps
- In the left navigation pane, click Reporting > Submission Tracker. The Submission Tracker screen displays the Scheduled tab.
- Click the Ready for Review tab. Reports submitted by responding organizations are listed with a status of Pending Review.
- Click the name of the report. The report summary and its responses display.
- Review all of the responses.
- In the report summary header, click the toggle to enable the Show new response requests and submissions only filter. Only responses with new requests and submissions display.
- Review the Previous response, the New response, and the Last Comment.
- If the new response is satisfactory, click the Accept new response button.
- In the report summary header, click the toggle to disable the filter. All responses display again.
- In the upper right hand corner, click the Approve button. The status of the report changes to Approved.
- Click < Back to all reports. The report has moved to the Approved tab.