Approving a Report Request

Notes

○ See how to set up admin as Notify User to approve certificate requests at LEARN MORE.


Process to Approving a Report Request 

  1. On the website, in admin view, click on the Reports menu-> Report Requests.

  2. The system will display a list of certificate requests submitted by employees.
    • To review a Report Request:
      1. Click eye icon (View) to preview the certificate, or

      2. Click download icon to download the certificate.

  3. When a Request is submitted, an email notification will be sent to the Notify User that has been added under Preferences -> Permissions -> Notify Users.
    1. You may also access the request via the email.

  4. Click View Request to view details.

  5. To preview the report:

    1. Click the eye icon.

    2. Use the arrow icon to rotate the document.
    3. Use the magnifying glass (+/-) to zoom in or zoom out.

    4. Click Download icon to download the report.

  6. You may select the Authorized Signatory and specify the Issued on Date.

  7. After reviewing all details:
    1. Click Approve to approve the request, or

    2. Click Reject to reject the Request.

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