Siebel Public Sector Guide > Managing All Cases > Process of Managing Case Approvals >

Submitting Cases for Approval

When you select an approval template for a case record, the Approvers view is populated with the list of approvers on the approval template. After this view is populated with the list of approvers, you can submit the case for approval. Approvals are routed according to the sequence number for each approver. For more information, see Process of Setting Up Approval Templates.

After you submit a case for approval, the case is routed to the inbox of the first approver in the chain of approval. After that approver approves the case, the case is routed to the next approver in the chain, and so on. For more information, see Approving Cases in the Inbox.

When you submit a case for approval, the Status field for the case automatically changes to a value of Submitted. When an approver rejects that case and does not approve it, the Status field for the case automatically changes to a value of Rejected. Although you can query for case records with Status field values of Submitted or Rejected, you cannot select a Status field value of Submitted or Rejected when you create or edit a case record.

This task is a step in Process of Managing Case Approvals.

To submit a case for approval

1. Navigate to the Cases screen, then the Case List view.
2. Select the case, and scroll down to the Case form.
3. In the Case form, select a case approval template from the Approval Template field.

   NOTE:  If you do not see the template that you need in the Select Template dialog box, then make sure that the Category, Territory, Priority, Threat Type, and Threat Category values are correct. The correct templates appear when these values match the values in the template record.

4. Click Submit.

   The Status field of the case record changes to Submitted, the fields in the case record become read-only, the views associated with the case record become read-only, and the case record is routed to the first individual in the chain of approval.

5. To recall a case submitted for approval, click Recall.

   The case record is removed from the approver's inbox.

   You can recall cases that you submit for approval before approvers start reviewing the case records in their inboxes.