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Basics of case approval for designers

Case approvals

Case approvals are decision points at which one or more users decide whether to approve or reject a case. For example, an employee submits a request for an equipment upgrade. Equipment upgrade requests are sent to a manager, who either approves or rejects the request. 

case-approvals-equipment-upgrade-request

The Approve/Reject step

Approvals in Pega Platform™ are configured by using the Approve/Reject step. To configure an Approve/Reject step, your LSA will define who is assigned to the approval and how the case proceeds if the case is approved or rejected. To achieve this, they will configure the Approve/Reject step routing and flow.

equipment-upgrade-request-life-cycle

Routing notifications

Both the email and mobile approval options allow stakeholders to approve or reject the case outside of the application.

If the email approval option is enabled, when the case reaches the approval step, the application sends an email to the user or users specified by the step routing.

Approval by email

If the mobile approval is enabled, the application pushes an approval notification to a mobile device.

mobile-notifications

In the center of the following image, slide the vertical line to view the email and mobile approval configurations.

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