In some cases it may be necessary for a supervisor to review and approve an assessment before it is deemed complete, for example, a supervisor may want to manually approve assessments performed by novice users. Outcome Management provides an assessment approval process whereby an administrator can define that a percentage of assessments submitted require approval by a supervisor.
The assessment is submitted for approval by the case worker when the results have been derived by the system and the case worker has specified priority factors (if prioritization of factors is appropriate for the assessment). Assessments which are submitted by users with approval privileges will be automatically approved; otherwise, the assessment will require manual approval by a user with the appropriate privileges. A task is assigned to a user with the required approval privileges. This task includes a link to the plan and links to either reject or approve the assessment.
When the assessment is submitted and subsequently approved or rejected, approval request information is automatically recorded by the system. The approval request details include the name of the user submitting the plan, the date of submission, the name of the user who approves or rejects the plan, and the date of approval or rejection.
Assessments submitted for approval have a status of submitted; approved assessment have a status of complete.
Rejected assessments have a status of in progress and must be resumed and resubmitted in order to progress.