Siebel Public Sector Guide > Managing Investigative Cases > Process of Managing Incident Reports >

Submitting Incidents for Approval

When you select an approval template for an incident 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 incident for approval. Approvals are routed according to the sequence number for each approver. For more information, see Creating Approval Templates for Incidents.

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

This task is a step in Process of Managing Incident Reports.

To submit an incident for approval

1. Navigate to the Incidents screen, then the Incident List view.
2. Drill down on the Incident Summary field of the incident record.
3. In the More Info view, select an incident 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 Incident Type and Incident Priority 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 incident record changes to Submitted, the fields become read-only, and the incident record is routed to the first individual in the chain of approval.

5. To recall an incident submitted for approval, click Recall.

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

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