Approve or Return GERs

Users need the GER Approve role to be able to approve General Event Reports (GERs) with Pending Approval status, or send them back to the submitters for further editing. They are also able to make changes to them according to their requirements.

Submitted GERs (with Pending Approval status) and also saved GERs (with In Prep status) are kept in the users' GER Approve List. To approve or return GERs, please follow the steps mentioned below:

1. Select the Approve link in the General Event Reports area of your FirstPage/Dashboard. This will take you to the GER Approve List page.
   
   

   The counts beside the Approve link show the number of GERs that needs to be approved. You may also use the Search link to locate the report you want to approve.

   
   
   

2. Select the particular report you want to approve from the GER Approve List page. This will take you to the General Event Reports (GER) page with details of the event(s).
   
   

   This list will show GER events depending on the preferences you have selected in your My Profile page in the Preferences section. There may be other events waiting for you to review, approve, or follow-up on. Please make sure that you have selected all events that require your attention. For further information, please refer to the My Profile guide for more detail.

   
   
   

3. 1. To Approve a GER:
      
      
      • Click on the 'Approve' button located at the bottom of the General Event Reports (GER) page.
        
        
        
      • A message will appear, confirming that the report has been approved. Once approved, the report will no longer appear on your Approve List. You will be able to find the report by using the Search link.
        
        
        
   2. To Return GER to submitter:
      
      
      • If you want to return a submitted report for further modification, click on the 'Return to Submitter' button available at the bottom of the General Event Reports (GER) form.
        
        

        You will find the 'Return to Submitter' button for GERs in Pending Approval status only.

        
        

      • You will receive a success message in the following page and the report will return to the submitter's worklist with Returned status.
        
        
        

        When returning the GER to submitter, you may add T-Notes to the report, pointing out the changes you would like to be incorporated, by clicking on the New T-Note link at the top of the page. All T-Notes added to the GER will be removed once the GER is Approved. For instructions on how to add a T-Note, click here.

        
        While approving a GER, you may also perform the following tasks by clicking on the appropriate button available at the bottom of the General Event Reports (GER) form:
        
        
        

   • To edit other sections of the report, click on the 'Edit this GER' button. This will open the GER form in editable mode where you will be able to make necessary changes.
     
     
   • After making necessary changes, click on the 'Save' button to save the changes.
     
     
   • For printable version of the report you may click on the 'Display Printable' button.
     
     
   • Send this report as an SComm message by clicking on the 'Send via SComm' button.
     

     If the GER is in In-Prep status, you will be able to find the 'Submit' button at the bottom of the page.