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Overview
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Note: Workflow is only applied to public reports. If you save a private report it will not be routed to an approver.
Setting up approval rules
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- If you select 'Users with Functional Access' then all users with the public report function can write to this folder
- If you select a person or expert group – then only specified users can publish reports into that folder. If a user does not have access to publish to that folder the report will be routed to an Expert for approval.
Once approval is required you will see the approval icon in the Report Categories list.
Triggering Approval
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You can save your report as normal. The report will be routed to an approver for approval as well as sending that person an email prompting them to take action.
Approving a Report
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From here you will have the option to:
- Approve the Report
- Edit the Report
- Delete the Report
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