How to Complete Report Work Items

Report work items, also called sign-off work items, are generated by reports that require someone to sign off on the results they create and by sign-off requests that may be forwarded by a designated signer.

Sign off decisions are retained with the report results for tracking purposes.

  1. Select My Work > Work Items in the Navigation menu to view your current work items.

  2. Select the View button to the right of a sign-off work item to display the request.

  3. Review the work item information in the Summary section.

  4. Review the Comments section for any information associated with this work item.

  5. Use the Add Comment button to add additional information to the work item if necessary.

  6. Select the Click to View Report Results link in the Details section to review the Report Results. After reviewing the report results, select Return to Work Item.

  7. Select an action button to open the associated comments dialog and conclude this work item. Action options are Signoff, Reject, Forward, Save, or Cancel.

Note: If you sign off or reject the sign-off request, the status of the report results is updated to reflect that decision. If you forward the work item, you must specify a recipient.