10.1.10 Claim Approval Settings

• All the Claim Approval Settings for Engagements, including those belonging to both Chargeable and Non-Chargeable cost centers, will be listed here.

• Users can only modify the level of approval needed for each engagement here. If the user wishes to set the engagement role for certain employees, they will need to access the settings in the Engagement Applet instead.

• Only system administrators  are responsible for configuring Claim Approval Settings. Roles for employees are adjusted via the Engagement Applet.

To create a new Claim Approval Setting:

1. Click on the ‘+’ button; a window will slide in from the right.

2. Enter the Name and Code for the setting.

3. Select an Approval Workflow, choose the Default Approver, then select the Job Group. If Chargeable is selected, specify the Engagement Role as well.

4. Click Add Level to add any required approval levels.

5. Click on Create to finalize.

To modify an existing Claim Approval Setting:

1. Search for the Claim Approval Setting from the list and click on it.

2. A window will slide in from the right, modify the changes you need to make.

3. Click on the ‘Update’ button to save the changes.