Agreement approval checks determine the percentage of outcome plan agreements that must be reviewed by a case supervisor. For example, an approval check can be set up such that 50% of agreements submitted for approval will require manual approval; the other 50% will be automatically approved.
Agreement approval checks can be set up for outcome plan, an organization unit, and a user level. Creating approval checks for a user governs agreements submitted by a particular user; creating approval checks for an organization unit governs agreements submitted by all users assigned to positions in that organization unit; creating approval checks at the outcome plan level governs all agreements submitted on outcome plans of that type (across all users). At the organization unit and user levels, an administrator must specify whether the approval check should apply to a single outcome plan or to all outcome plans.
When an agreement is submitted for approval by a user, the system first checks the user's agreement approval check information. If no agreement approval checks exist at the user level, the system then looks for any agreement approval checks for the organization unit that the user belongs to. If there are no agreement approval checks for the organization then the system checks the agreement approval checks at the outcome plan level.