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The Settings and Configuration
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section serves as the backbone for managing and customizing the functionality of all applets within the e-Claim module. This section ensures that the system aligns with organizational policies and operates smoothly. It is accessible only to authorized roles such as Owner, Admin, and System Administrators, who are responsible for managing applet configurations to enhance the e-Claim workflow.
Overview
Every applet within the e-Claim module contains specific settings and configurations. Understanding and managing these settings is essential for ensuring:
Efficient claim submission processes.
Seamless integration between applets.
Accurate data management.
Compliance with organizational policies.
This section provides a detailed explanation of User Roles and their responsibilities, followed by an in-depth look into the settings for each applet.
User Roles in the E-
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Claim System
1. Owner
Role: Holds the highest level of access
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in the system
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.
Responsibilities:
Manage all settings and configurations in the Claim and Claim Cycle Applets
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.
Oversee system-wide policies and workflows.
Ensure compliance with organizational standards.
2. Admin
Role: Similar to the owner,
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with comprehensive system access
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System Administrator: Responsible for configuring and managing all claim settings, including Claim Approval Settings. Only system administrators have access to modify these configurations.
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Claim Approver: Users assigned to review and approve claim submissions. Approval roles can be adjusted via the Engagement Applet to specify the approval level required for each engagement.
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Employee: Regular users who can submit claims within the system. They do not have access to modify approval settings but may have view access to track their claim statuses.
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Finance Team: This group manages financial-related settings, such as reviewing claim entitlements and monitoring account balances. They may also have approval responsibilities for certain types of claims.
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Managers and Supervisors: Depending on the settings, managers and supervisors may have limited access to approve certain claims within their department or team. They can view claim statuses and manage subordinate roles if permissions allow.
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.
Responsibilities:
Configure claim processes.
Monitor system settings to align with policies.
Act as the primary contact for resolving configuration issues.
3. System Administrator
Role: Focused on technical configurations.
Responsibilities:
Manage Claim Approval Settings.
Configure workflows for claims and approvals.
Ensure system settings are optimized for performance.
4. Claim Approver
Role: Assigned to review and approve claims.
Responsibilities:
Approve or reject claims based on organizational policies.
Ensure claims are routed correctly through the approval hierarchy.
5. Employee
Role: Regular users with claim submission access.
Responsibilities:
Submit claims for reimbursement.
Track claim statuses.
Provide accurate information during claim submissions.
6. Finance Team
Role: Responsible for financial oversight.
Responsibilities:
Review claim entitlements and account balances.
Approve financial claims.
Ensure accurate reimbursement processes.
7. Managers and Supervisors
Role: Limited approval access for departmental claims.
Responsibilities:
Approve claims within their team.
Monitor subordinate claim activities.
8. TIM Employees (Team Information Management)
Role: Manage TIM-related entitlement claims.
Responsibilities:
Approve TIM-specific claims.
Ensure workflows for TIM claims are optimized.
By understanding these settings, users with administrative access can:
Optimize the e-Claim process.
Address organizational needs.
Ensure compliance and accountability.
In the following sections, we will delve into the individual settings of each applet, explaining their functionalities, importance, and real-world use cases.
What Users Will Learn
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