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Creating Approval Templates for Investigative Cases

Perform the following procedure to create an approval template for an investigative case.

To allow users to select the appropriate templates from the Cases screen, you must select values for the following fields: Category, Territory, Priority, Start Date, and Status when you create an approval template for an investigative case. If users need the template immediately, then make sure you set the Status field to Active and the Start Date field to the default creation time.

The selection of templates that users see depends on the values in the case record for Category, Territory, and Priority. For example, a user who creates a case record with the values of Kidnapping (Category), New York (Territory), and Urgent (Priority), can select only an approval template with the same values. If your agency uses the Threat Level and Threat Category fields, then these values also determine the templates that users see.

This task is a step in Process of Setting Up Approval Templates.

To create an approval template for investigative cases

1. Navigate to the Administration - Case screen, then the Case Approval Template view.
2. Create a new record, and complete the fields as appropriate.

   The following table describes some of the fields.

   Field	Description
   Name	Type the name of the approval template.
   Template Object	Displays a value of Case. When creating a lead approval template, this field is populated with a value of Lead. When creating an incident approval template, this field is populated with a value of Incident.
   Status	Displays a status of Active for the template. Values include Active and Inactive. You can predefine several templates but activate only those that users currently need. To allow users to select the template from the Cases screen, make sure that you select Active.
   Category	Select a category for the template. Values depend on the types of cases that an agency handles. In the List of Values view of the Administration - Data screen, administrators can edit the category LOVs to include the categories for your organization. They add values to a Type field of PUB_CASE_CATEGORY_TYPE. For more information, see Siebel Applications Administration Guide.
   Territory	Select the territory in which users employ this approval template.
   Priority	Select the urgency of the required approvals.
   Type	Select the type of approval template. Values include Admin and User.
   Start Date	Displays the date and time that you create the template. Thus, the template is available immediately to users. You can change this date and time that the template is in effect.
   End Date	Select the date and time that the template is no longer in effect.

3. Drill down on the Name field, and click the Approvers view tab.
4. Create a new record for each user in the chain of approval.

   The Sequence Number field determines the order in which the case is routed to each user.

   When users select an approval template for a case and then submit the case for approval, the case is routed automatically to the inbox of the first approver in the chain of approval. For more information, see Submitting Cases for Approval and Approving Cases in the Inbox.