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

Reviewing Approvers for Cases

Cases sometimes require approval from several people in an organization. In the Case Approval Template view and the Benefits Plan Approval Template view of the Administration - Case screen, administrators can set up the approval templates that users can select. Each template includes a predefined list of approvers. For more information, see Process of Setting Up Approval Templates.

When you select an approval template for a case record, the Approvers view is populated with the list of approvers on the approval template. The approver list is read-only. Users cannot edit, delete, and add records to maintain the integrity of the approval process. If the case owner's position is in the approval template, then the case owner's position is not populated in the approver list. You cannot approve your own case.

The Sequence Number field in this view 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.

The Approval Status field in this view contains no data before anyone approves or rejects the case. After approval or rejection, this field is automatically set to Approved or Rejected. If you resubmit a rejected case, then the Approval Status field is cleared.

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

To view an approver list for a case

1. Navigate to the Cases screen, then the Case List view.
2. Drill down on the Case Name field of the case record.
3. Click the Approvers view tab.

   The approver list for the case appears.