Assessment approval checks determine the percentage of assessments that must be reviewed by a case supervisor. For example, an approval check can be set up such that 50% of assessments submitted for approval will require manual approval; the other 50% will be automatically approved.
Three configuration options are available that allow the agency to configure assessment approval checks. Assessment approval checks can be set up at the user, organization unit, or assessment definition level. Creating approval checks for a user governs assessments submitted by a particular user; creating approval checks for an organization unit governs assessments submitted by all users assigned to positions in that organization unit; creating approval checks at the assessment definition level governs all assessments of that type submitted (across all users).
At the user and organization unit levels, an administrator can specify whether the approval check should apply to a single assessment type or to all assessment types. When an an assessment is submitted for approval by a user, the system first checks the user's assessment approval check information. If no assessment approval checks exist at the user level, the system then looks for any assessment approval checks for the organization unit that the user belongs to. If there are no assessment approval checks for the organization, then the system checks the assessment approval. If at any point the system determines that the assessment requires approval, the assessment is assigned to a case supervisor for approval.