Approving and Releasing Reports
Record the approval signature and release the report to the customer.
Required permissions: A reviewer/approver account within your organization. Approval records your identity and timestamp.
Approval is the quality gate: after it, the report can be delivered to the customer portal.
Before you begin
- The report is technically sound and Under Review
- You are authorized to approve for this method
Step-by-step instructions
- 1
Choose Approve
The approval dialog asks you to type your full name.
- 2
Sign
Your typed signature is stored on the report together with the reviewer, review date, and approval date.
- 3
Deliver
Marking the approved report Delivered releases it to the customer portal, customers can then retrieve it themselves.
Expected result
An approved, signed report that is released (or ready to release) to the customer.
What happens next
The customer sees the delivered report in their portal; invoicing can follow the completed request.
Fields explained
- Approval signature
- Your typed name, stored with identity and timestamps, traceable, but not a certificate-based regulated e-signature.
Statuses explained
- Approved
- Signed off; eligible for release.
- Delivered
- Released to the customer portal.
Important
- Validate the typed-name approval signature against your quality management system and customer requirements before relying on it as sign-off.
Troubleshooting
Cannot approve
The report must be Under Review first; if the Approve action is unavailable, ask an administrator to confirm your account.
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