Update Workflow and Apply to Not Submitted and Rejected Claims
Previously, the updates made to an Approval Workflow will not apply retroactively. With this new functionality when updating an existing workflow the interface will prompt the Admin User making the update to choose if they would like to apply this to existing Not Submitted and Rejected Claims
This will help streamline updates to your approval workflows and ensure that you also have the ability to choose when you want to leave the workflow as-is for existing claims to then only apply to claims created after the update was made.
Revert Approver after Acting Approver Period Ends
When setting up an Acting Approver for an Approver you will be given the choice of two options:
- Do Nothing - This will mirror the existing functionality and claims reassigned for this period will stay with the Acting Approver moving forward
- Re-Assign acting approver Claims to "X" - This will return the claims to the original approver once the acting approver period has ended or when this period has been ended prematurely
This will allow for more flexibility, and reduce the time required to action claims that can be approved by the original approver when they return.
Apply Approval Workflow From Claim Screen
We have added a feature to allow an Admin User to manually update the Approval Workflow that a Claim is being Approved under.
Admin Users will see a new menu option in the top-right of the Claim screen of Not Submitted or Rejected Claims:
You will then be able to choose the workflow you want to assign to the claim from the dropdown while also viewing a summary of what the Workflow is:
Please note that this will not be able to apply a Cost-Centre workflow directly and instead you will need to select "Use Cost Centre Workflows" from the dropdown.
This has the added benefit of allowing you to test a newly created workflow in a claim before assigning it a User Profile.