Claim Approval Sequence

Introduction

The Claim Approval Sequence section explains how users can view the approvers involved in their claim’s workflow. Understanding this sequence helps claimants track their claim’s progress and know which supervisors are responsible for approvals.

Why It Matters

Approval sequences ensure transparency and accountability in the claim process. By identifying approvers, users can:

• Anticipate the time needed for approvals.

• Address specific questions or follow-ups to the relevant approver.

• Ensure compliance with organizational approval hierarchies.

How to View Approval Sequence

The following steps outline how to check the approval sequence for your claims:

Open

How to View Approval Sequence

The following steps outline how to check the approval sequence for your claims:

1. Navigate to the My Claim Section:

   • From the left-side menu, select My Claim to access the claim listing table.

2. Open the Claim Edit Window:

   • Locate and select the relevant claim from the list to open the My Claim Edit window.

   • Click on the Claim Lines tab to view the claim details.

3. Select a Claim Line:

   • Highlight the claim line you wish to check from the list of claim items.

4. View Approval Sequence:

   • Click on the Approval Sequence tab on the right side of the screen.

   • The system will display details such as:

     • Approver names.

     • Approval levels.

     • Approval status (e.g., Approved, Pending Approval, Rejected).

     • Approval logic (e.g., ANY_TO_APPROVE).

Understanding Approval Levels

• Approval Level: Indicates the hierarchy of approvers. The higher the level number, the higher the authority of the approver.

• If multiple approvers share the same level, only one needs to approve for the claim to progress. This is indicated by the Approval Logic field.

Example of Approval Levels

1. Level 1 Approver: Line Manager (e.g., John Smith)

   • Responsible for validating the claim’s details and ensuring it adheres to team-level budgets.

2. Level 2 Approver: Department Head (e.g., Sarah Johnson)

   • Focuses on departmental policy compliance and larger budgetary considerations.

3. Level 3 Approver: Finance Controller (e.g., Robert Brown)

   • Reviews claims for compliance with company-wide financial policies and approves final reimbursement.

If the Approval Logic is set to ANY_TO_APPROVE at Level 2, Sarah Johnson or another designated Department Head can approve the claim. Once approved, it moves to Level 3.

Outcome

• Once an approver approves the claim, the Approval Status column updates accordingly (e.g., Approved, Pending Approval, Rejected).

• Users can track the claim’s progress and address any issues with specific approvers if needed.

By understanding the approval sequence, users can effectively navigate the claim process and ensure timely follow-ups when necessary.

In addition to the approval sequence, you can review the History tab to see a record of actions taken on the claim.