When is a Case Ready for Approval?
Once all items of Compliance have been resolved for all Policies in the Case.
What users need to do before Approving a Case:
Make sure all required fields in the Asset(s) are filled in.
Make sure all Policies are in Approved status.
Make sure all Tasks on the Case Overview tab have been Completed or Cancelled.
Make sure the Premium has been filled in for each Policy on the Premium Recap Tab. If this is not filled out, Approval of the Case will be blocked.
Once these items have been completed the Case is Ready for Approval.
Click “Approve” at the top of the Case.
If there are any remaining non-compliant items a pop-up will appear listing those items.
If Waivers have been approved for those items, the User can enter this information in the “Approval Exception” box and click “Approve Case”.
Waiver approval status can be checked and updated from the Compliance tab.
The Case will now be in the Approved status.