Approval Mapping Page Description

The Approval Mapping Page can be accessed by navigating to Setup > Approval Maps. This page allows you to view, edit, or create approval mappings for claims based on certain conditions and the roles of the users involved.

Editing/Creating an Approval Map

When editing or creating a new approval map, follow these steps:

1. Add Details
   • Name: Give the approval map a unique name.
   • Description: Provide a brief description of the approval map's purpose.
   • Explanation: Explain the logic or process that the approval map is intended to handle.
2. Conditions for Approval Mapping
   • You can define conditions that trigger the approval process using logical AND or OR functions.
   • Within the AND or OR functions, you can also nest additional AND or OR functions.
   • The system allows you to select various variables to check, such as Buying Group, Reason, Type, Principal, Total, and more.
   • For each variable, you can set conditions to match specific values using operators like:
     • Equal to (eq)
     • Greater than (gt)
     • Greater than or equal to (gte)
     • Less than (lt)
     • Less than or equal to (lte)
     • Not equal to (ne)
   • After setting the condition, you can specify the exact value that the variable should match and then click Add to save the condition.
3. Assign Approvers
   • Similar to the condition setup, you can assign approvers to the approval map.
   • You can choose to assign approvers by their Role, Username, or Group.
   • This allows you to define who is responsible for approving claims based on the mapped conditions.

Summary

The Approval Mapping Page is a powerful tool for automating claim approval workflows. By setting conditions based on various variables and assigning specific approvers, you can streamline the approval process and ensure that claims are handled by the right individuals or roles in a timely and consistent manner.