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Creating Approval Templates for Incidents

Perform the following procedure to create an approval template for an incident.

To allow users to select the appropriate templates from the Incidents screen, you must select values for the following fields: Incident Type, Priority, Start Date, and Status when you create an approval template for an incident. 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 incident record for Incident Type and Incident Priority. For example, a user who creates an incident record with the values of Child Welfare (Incident Type) and Urgent (Incident 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 incidents

1. Navigate to the Administration - Case screen, then the Incident 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, and navigate to the Approvers view.
4. Create a new record for each user in the chain of approval.

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

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