After the 'Submits Reports' toggle has been enabled and a template has been created under the submitting initiative classification (see Status Reporting Configuration) and a report request has been sent (see Manage Status Reports) you will be able to complete and publish a status report.
To access the 'Status Update' page:
- Navigate to the submitting initiative
- Select Tools in the menu
- Click Status Update
Report snapshots
Status reports would be initially pre-filled with live data. Updating these fields in the status report would also update them on other areas under the initiative (eg. Project Brief).
Report data would continue to be live up until the point that the status report is published. Once published, a snapshot of the inputs is taken at the time of submission.
If a report is rejected with feedback, the initiative owner will be making updates to the snapshot data. On re-publication the initial snapshot would be overridden.
Feedback
If a report is rejected, any comments left by an assigned approver at the time of rejection will be displayed under the feedback sidesheet so that the initiative owner has a reference of the most recent as well as previous feedback.
Multiple report requests
An initiative owner can receive multiple report requests at the same time. If there are two or more pending report requests a 'Status report queue' indicator will display to show the number of reports waiting to be completed.
In this scenario they will receive multiple email notifications that will provide them with a direct link to the requested reports. Additionally when navigating to the 'Status Update' page, the report with the soonest due date would display first. Once published, the next report would become available.