In some cases it may be necessary for a supervisor to review and approve an agreement before it can be issued to a client, for example, a supervisor may wish to manually approve agreements which have been created by novice users. Outcome Management provides an agreement approval process whereby an administrator can define that a percentage of agreements submitted require approval by a supervisor.
Once a case worker is satisfied that the agreement is ready to be signed, the case worker indicates that the agreement is completed and ready to be issued to a client. If approval criteria have been specified for agreements, then the agreement may need to be manually approved by a supervisor before it can be completed and issued. Agreements which are completed by users with approval privileges will be automatically approved; otherwise, agreements will be submitted for manual approval by a user with the appropriate privileges. A task is assigned to a user with the required approval privileges. This task includes a link to the outcome plan on which the agreement has been created and links to either reject or approve the agreement.
When the agreement is submitted and subsequently approved or rejected, approval request information is recorded. The approval request details include the name of the user submitting the agreement, the date of submission, the name of the user who approves or rejects the agreement, and the date of approval or rejection.
Agreements which are completed and require approval have a status of submitted; approved agreement have a status of Completed.
Rejected agreements have a status of Open and a case worker must complete them again in order to progress.