Case approval check functionality allows an agency to configure case approval checks on all cases governed by a product. Setting case approval checks at the product level governs all cases delivering that product. The Percentage setting is used to specify the percentage of cases based on that product that need to be reviewed by a case supervisor. For example, 40% of cases require manual approval; the other 60% will be automatically approved.
The Estimated Cost setting is used to specify the estimated cost of the cases submitted for approval. All cases that cost more than the estimated cost specified on the configured case approval check will be sent to a case supervisor for approval. This setting works in conjunction with the Percentage setting described above. Any case at or below this estimated cost will only be checked for approval if it falls within the percentage of cases to be checked. For example, if a percentage of 20 is specified and an estimated cost of $200 is specified, only 20% of submitted cases costing $200 or less need to be manually checked for approval. Note, however, that all of a product's cases above the $200 estimated cost would need to be checked for approval.
Case approval checks can also be set up at the organization unit and user level. At the organization unit and user levels, an administrator can specify if the case approval check applies to a single product or to all products. If all products are indicated, then all of the user's cases submitted for approval need to be checked by a case supervisor. If the case approval check applies to a single product, only cases governed by that product will require approval. The case approval check settings for a product are the "last step" in the system's evaluation of whether or not a case requires approval. When a case is submitted for approval by a user, the system first checks the user's case approval check setting, then checks the case approval settings for the organization unit that the user belongs to. After checking these settings, the system checks the case approval setting at the product level. If at any point the system determines that the case requires approval, the case is assigned to a case supervisor for approval.