Pre-Approval Reasons

The options for the Pre-Approval drop-down list are set up at the Override Reasons screen. Before assigning the pre-approval reasons to the Labor, Equipment, or Material module, ensure the global override reasons are completed. Refer to Override Reasons for more information on how to set up the global override reasons.

Open the Pre-Approval Reasons screen

  1. Hover a mouse pointer over the Settings menu on the menu bar to display its menu.

  2. Slide a mouse pointer over the Global Values option then Pre-Approval Reasons to display its menu.

  3. Click Pre-Approval Reasons to open the Pre-Approval Reasons screen.

 

Assign a pre-approval reason to a module

  1. If applicable, select a location from the Location drop-down list located at the menu bar.

  2. Select the Labor, Equipment, or Material option from the Module drop-down list.

  3. Select a pre-approval reason from the Pre-Approval Reason drop-down list.

  4. Enter a description or comment for the selected pre-approval reason into the Description/Comment text box, if applicable.

  5. Click the Add link to save and display the selected pre-approval reason to the selected module in the Pre-Approval Reason Listing. The selected pre-approval reason is automatically assigned an active status with the checked Active checkbox in the Pre-Approval Listing.

 

Edit a pre-approval reason's description/comment or status

To assign pre-approval reason to another module, the pre-approval must be deleted then reassigned to another module

  1. From the Pre-Approval Reasons Listing, click the Edit icon on a line item to enable the Description/Comment text box and Active checkbox.

  2. Make changes to the selected pre-approval reason's description or comment in the Description/Comment text box.

  3. Change the selected pre-approval status by selecting the Active checkbox for active status or deselecting the checkbox for an inactive status.

  4. Click the Update button to save and display the modifications in the Pre-Approval Listing.

 

Unassign a pre-approval reason from a module

  1. From the Pre-Approval Listing, click the Delete icon on a line item. The delete confirmation pop-up message appears.

  2. Click OK to unassign and transfer the selected pre-approval reason back to the Pre-Approval Reason list box.