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Siebel Public Sector Guide > Managing Investigative Cases > Approving Cases and Leads Using the InboxThis task is a step in Process of Managing Investigative Cases. When a case or lead is submitted for approval, it is routed to the Inbox of the next approver in the chain. The sequencing and number of approvals is determined by the selected approval template. To approve or reject a submitted lead or case:
Notes on Case or Lead ApprovalObserve the following behavior when approving or rejecting a case or lead approval:
Case or Lead Approvers View (Case Worker)When a user picks an approval template in a case or lead applet, all approvers for that template are automatically populated into the case or lead approvers view, except if your position is under the approval template. In this event, it is not populated in the approver list. That is, you cannot approve your own case. The Approval Status field in the Case approvers view is empty before anyone approves or rejects it. Afterwards, this field is automatically set to Approved or Rejected. If a case worker resubmits a rejected case, the approval status field is cleared. The Case or Lead Approvers List applet is read only. No editing, deleting or adding a new record is permitted in order to maintain the integrity of the approval process. Case ApprovalCase approvers cannot approve cases that they have submitted. Such cases are not routed to the case approver's inbox even if you add the approver to the approval template. If a case template has more than one approver, the submitted case is routed to the case inbox of the approvers based on the predefined sequence. If any approver rejects the case, the case status is changed to Rejected. A case worker can work on this case to provide more information before re-submitting it for approval. In this event, the case needs to be re-approved. The approval process needs to go through all the approvers again, starting with the first approver. |
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