The Cúram Service Planning Administration component allows organizations to configure approval options for a plan item. This includes whether or not a planned item requires approval, as well as the approval criteria that must be satisfied for a plan item if approval is required.
Pre-approval criteria can be created and associated to a plan item to define the events that must be completed before the planned item can be considered approved, and post-approval criteria can be created and associated to a plan item to define the events that will occur after the planned item is approved. Multiple approval criteria can be defined for a plan item and a priority is used to specify in what order each criteria must be satisfied. If a priority is specified that already exists then the priority of all approval criteria records with a priority greater than or equal to the priority entered will be automatically adjusted.
A workflow process must be defined for each approval criteria and is used to define what business processing will occur, for example, it may be necessary to check that the cost of all plan items completed to date of a particular type have not exceeded a particular amount before the plan item may be approved. An agency may define its own workflow processes in order to meet agency specific processing requirements.
The service plan approval process will be explained in more detail later.