1.    Open the PAT webpage and login using your ResearchWise credentials:

2.       Upon login, the following PAT screen will open. This page shows you all the requests that are pending for your approval. Click the request to view and approve it.

3.    Once you click on the request, the first tab will show you the ‘PA Details’.

All the details entered by the requester are available in this screen, such as PA date and time, Analyst’s Name, Media Outlet, Channel, Requester’s comment etc.

The second tab is ‘Reporter Email’, where you can preview the email which will be sent to the reporter on approval. This email also shows you the Disclosures for all the stocks tagged with the request. Click on the name of stock to view the PAT Disclosures for the stock.

4.    After going through the PA Details under ‘PA Details’ tab, you can either approve the request or reject it. Additionally, you can also modify the request before taking any action. You can also add qualifications while taking action on the request.

Approve - After entering the Approver Details/Qualification remarks, click on ‘Approve’ button, which will show a confirmation prompt asking, “Are you sure you want to approve?”, click on ‘Yes’.

5.    Click on ‘Ok’ button to close the confirmation prompt.

Approving the request will trigger an email to the requester, reporter and the other email addresses setup in the system.

Note: All the Approved requests can be viewed by clicking the ‘Approved’ tab on PAT home screen. Similarly, “Rejected” requests can be seen under the “Rejected” tab.