Plan items can be approved on an individual basis. This is particularly important for handling plan items which are added to a service plan after the service plan has been approved.
If a plan item is configured to not require approval then the plan item will be automatically approved when it is created. Plan items that require approval are automatically approved if they are submitted by users with approval privileges. Otherwise, the plan item will require manual approval by a user with appropriate privileges.
If pre-approval criteria have been specified for a plan item, the pre-approval criteria must be satisfied before the plan item becomes approved. Pre-approval criteria require user or system interaction before approval processing can continue, for example, for a particular type of plan item it might be necessary to have a particular individual review and indicate that the plan item is appropriate and so the workflow process associated with this approval criteria might create a task for this user indicating that review is required. The workflow processes that are initiated can be defined by an organization as required in order to meet specific approval criteria processing requirements.
For plan items that are automatically approved, the workflow processes associated with each pre-approval criteria are initiated in order of priority upon submission of the plan item for approval, and once all are successfully completed, the plan item is approved. For plan items that must be manually approved by a user with appropriate privileges, the workflow processes are initiated when the user with appropriate privileges selects to approve the plan item. If any of the pre-approval criteria are not satisfied during workflow processing, the plan item will return to its original unapproved state.
If post-approval criteria have been specified for a plan item, the workflow processes associated with the post-approval criteria are initiated in order of priority after a plan item has been approved. Post-approval criteria would not normally require user action and are used to initiate business processing required post approval, e.g. the creation of a communication for the client receiving the service being delivered through the plan item.
If the plan item being approved has been created through the use of a service plan template, then the approval criteria administratively associated with the service plan template plan item will be used. If the plan item is created manually then the approval criteria associated with the plan item will be used.
If a task has been configured for the plan item in the Cúram Service Planning Administration component, then upon approval of the plan item a task will be created.
As with the service plan approval process, when a plan item is submitted for approval, approval request information is recorded. The approval request details include the name of the user submitting the plan item, the date of submission, the name of the user who approves the plan item, and the date of approval.