Before you begin

• The User must be set up by System Administrator with the Approval Manager role for the required workgroup(s) and the appropriate delegation level.

Overview

The following procedure describes the scenario where the Matter Manager itemises an Order that exceeds the value that they are authorised to transmit.

The steps for manager approval of a high value Order or Claim are essentially the same.  The following procedure describes the action required for a high value Order. Unless explicitly stated, the same applies to a high value Claim.

Procedure

1. On the LPG menu select Worklist > All.
The My Worklist Summary appears.

2. Scroll down to the Orders section and click Orders Requiring Manager Approval.
NOTE: If there are no orders requiring approval (Count is 0), you cannot click on the link.

The list of Orders Requiring Manager Approval appears.

3. Click the Action button next to the Order that needs to be approved.
The Approve High Value Order screen appears with the Items tab selected.

4. The message in red at the top of the screen advises the reason that the order has been escalated for Manager Approval. In this example, the budget exceeded the authority level of the Matter Manager and was escalated to the Approval Manager for approval.

5. Check the details on the other tabs and review documents to determine whether the budget is adequate. Click on the Edit Budget link on the Budget tab if the budget needs to be revised. On the Budget screen, enter a new Budget value (5a) and click on the Save button (5b).

6. Click on the Approve button to approve the value and progress the order.

7. If the order value exceeds your authorization level or if you wish to return the Order to the Approval
Manager workgroup for another Manager to Approve, click on the Re-allocate for Approval

8. Click on the Reject button if you do not approve the current value. A reason for the rejection must be entered in the Approval Manager’s Comment

Tips & Troubleshooting