How to Approve a Report by Taking Control
Navigating to the Admin View
The Admin can Take Control to Approve, Reject or Edit any reports submitted within the company.
- Choose the Admin option from the Navigation bar at the top of the screen and select Reports from the drop-down menu.
Taking Control of the Document
- From the all reports screen, choose the required Report.
- In the report screen, click on Take Control button to take control over the report from the reviewer.
- Add the note and click on Confirm & Take Control.
- In the report screen, click on Take Control button to take control over the report from the reviewer.
- Add the note and click on Confirm & Take Control.
Approving the Document
- Upon successfully taking control of the report, a pop up stating you've taken control of the report will be displayed on the bottom left of the screen.
- Post taking control, click on the Approve button to approve the report.
- Upon successfully approving the report, a pop up stating Report Approved will be displayed on the bottom left of the screen.
- The record for approval by taking control will be marked against the respective reviewal level for which the approval was done after taking control of the report.
- Upon successfully taking control of the report, a pop up stating you've taken control of the report will be displayed on the bottom left of the screen.
- Post taking control, click on the Approve button to approve the report.
- Upon successfully approving the report, a pop up stating Report Approved will be displayed on the bottom left of the screen.
- The record for approval by taking control will be marked against the respective reviewal level for which the approval was done after taking control of the report.
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