Approve an E1 report – draft, review and finalization

Every E1 disclosure report is approved under the four-eyes principle before it is permanently fixed in an immutable state. You reach all workflow actions through the “Actions” button on the “Overview” tab of the report detail page; which entries appear there depends on the current status.

Prerequisites

• You are signed in to your team and have the administrator role.
• An E1 disclosure report is in the status required for the step you want to take.
• Author and reviewer should be different people; both are shown on the “Overview” tab in the fields “Created By” and “Reviewed By”.

The status sequence

• “Draft” – the sections can be edited.
• “In Review” – the report is locked for editing.
• “Changes Requested” – sent back to the author, the sections can be edited again.
• “Approved” – the review is confirmed, finalization is still pending.
• “Finalized” – permanently locked, the version number has been increased.

Step by step

Submit the report for review (status “Draft”)

1. Under “Actions”, select “Submit for Review”.
2. In the side dialog, enter the word SUBMIT in the input field “Type SUBMIT to confirm”.
3. Click “Submit for Review”. The status changes to “In Review”, the sections are locked and the calculated completeness level appears as a status indicator (for example “0% Complete”).

Review the report (status “In Review”)

1. Under “Actions”, select “Review Report”.
2. In the section “Review Details”, optionally enter “Review Notes (optional)”.
3. To release the report, first select the checkbox “I confirm that I have carefully reviewed all sections of the disclosure and approve this report.” and click “Approve”. The status changes to “Approved”.
4. If rework is needed, click “Request Changes”. The status changes to “Changes Requested”. From the second cycle onwards the dialog shows the note “Review cycle [n] of 5”; no more than five cycles are provided per version.

Implement changes and resubmit (status “Changes Requested”)

1. Read the yellow notice box “Changes Requested” at the top of the detail page; it contains the reviewer’s notes.
2. Revise the disclosure sections that were objected to.
3. Under “Actions”, select “Resubmit for Review” and optionally record what has changed in the field “Notes (optional)”.
4. Click “Resubmit for Review”. The status changes back to “In Review”.

Finalize the report (status “Approved”)

1. Under “Actions”, select “Finalize Report”.
2. Enter the word FINALIZE in the input field “Type FINALIZE to confirm”.
3. Click “Finalize Report”. The status changes to “Finalized”, the version number is increased (for example “v1” → “v2”) and the current state is saved as a snapshot.

After finalization

Corrections are only possible through a new version: under “Actions”, select “Create New Version” and confirm the dialog. The report returns to “Draft” status, review notes and review cycles are reset, and the finalized version remains available as a snapshot. Every status change is logged in the activity history, and the people involved receive an email notification.

Practical tip: only finalize a version once the completeness indicator is green (at least 80%). Finalization cannot be undone.