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Managing a Prior approval

Suggest edit Updated on September 10, 2021

As an approver, you either approve or deny a Prior approval case. As a dealer or a repair technician, you approve a Prior approval case into a Warranty claim. A manufacturer notifies a dealer about the prior approval's current status.

To approve or deny a prior approval, complete the following steps:

  1. Log into Pega® Warranty as an approver. For more information on login credentials, see Operators list and description.
  2. On the dashboard, search for the appropriate Prior approval case ID and select it.
  3. Based on the provided configured criteria, to finish the procedure, click Approve or Deny.
  4. Optional: Click Actions to perform the following:
    • Refresh the available information
    • Transfer this assignment to other work party for an approval
    • Return the case to a dealer for further action
    • Put the case on hold to stop any actions for it

To convert a Prior approval, complete the following steps:

  1. Log into Pega Warranty as a dealer or a repair technician. For more information on login credentials, see Operators list and description.
  2. On the dashboard, search for the appropriate repair order ID and select it.
  3. Review the provided data and click Submit.
  4. Optional: Notify a dealer through email correspondence. An approver related to the manufacturer can send a notification with one of the following statuses:
    • Approved – Prior approval is approved by the approver.
    • Approved-Adjusted – Prior approval is approved with adjustments.
    • Resolved-Denied – Prior approval is denied.
    • Submitted – Prior approval is submitted by the dealer.

Pega Warranty creates a Warranty claim with data inform the Prior approval case. When a prior approval is denied, a dealer submits and resolves the repair order case.

Related articles

Prior approval case typeCreating an online prior approvalCreating a prior approval using pre-authorization

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