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Creating Approval Templates for Benefits Cases

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

When you create an approval template for a benefits case, the Category field of the template is populated with a value of Benefit, and you cannot change this value. To allow users to select the appropriate templates from the Cases screen, you must select values for the following fields: Territory Name, Priority, Start Date, and Status when you create an approval template for a benefits 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 Benefit (Category), New York (Territory), and Urgent (Priority), can select only an approval template with the same values.

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

To create an approval template for benefits cases

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

   For more information about the fields in this view, see Creating Approval Templates for Investigative Cases.

3. Drill down on the Name field.

   The Benefits Plan Approvers view appears.

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.