Services must be authorized before extended functionality is available for a given assignment.
To authorize services:
Navigate to the appropriate Assignment.
Select the Policy Benefits/Exception (Assignment Relocation Services) page
All “In Policy” services can be quickly authorized by filling in the Authorized By and Authorized Date and clicking the Authorize “In Policy” Services button. This authorization process will enable pages for the assignment, as configured for the Service.
If other “Available” services need to be authorized, then check the Authorized checkbox; complete the Authorized by and Authorized Date fields on the individual service within the Services Available Section and click the “Save” button at the bottom of the page.
In View/Edit mode, each individual service can be authorized or discontinued and instructions can be added.
Coordinator – can be associated with a service for an assignment. The list of available resources is configured on the Service Definition page.
Create “Auto Create” Checklists – when checked, the checklist that was defined at the relocation policy level for this particular service will be created. You can view the new checklist on the Checklist page on the Employee tab.
Client and Other Instructions – are utilized in the client portal.
Complete Date – is used to indicate when this particular services has been completed for this assignment.
Discontinue – indicates service is discontinued
Discontinued Date – indicates the date the service was discontinued
Discontinued Reason – is completed with the reason why service discontinued.