We have successfully implemented the Life Event Document Approval Process, which is great! The document upload and approval process were straight forward to setup. We are receiving positive feedback from the Benefits Administrators. We can share the implantation documentation if anyone is interested.
Here’s a summary of the steps and considerations I want to share, along with some insights that might help others facing similar challenges as we did with Approval Process Setup - Setup Process Definitions:
- User Role Creation:
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- Instead of using the delivered User Role (e.g., eBenefits Appr Administrator), We created a new User Role specifically for Benefits Administrators:
UM Benefits Life POR Approver.
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- This customization was requested by the Benefits Administrators to better fit their needs.
- Setup Process Definitions:
- The setup process for the Approval Process Definitions proved to be complex, requiring research and trial and error. This is a common challenge in process implementations
- User List Configuration:
- We created a User List in User List Setup under the path: Enterprise Components > Approvals > Approvals > User List Setup. This step is crucial for defining who can participate in the approval processes.
- Admin Role Application:
- We applied the new Admin Role in the Setup Process Definitions page, which is essential for ensuring that the appropriate permissions and access are granted.
- Activity Guide Composer:
- Finally, we added the new Role Name to the Activity Guide Composer under Security Roles via: Enterprise Components > Activity Guide Composer > AG Composer Templates. This integration ensures that the new roles are recognized throughout the system.
Below are detailed implementation screenshots of approval Process setup in Setup Process Definition. If have questions or needs further assistance with the Approval Process setup, a full implementation document is available to share.
Screenshots from Setup Process Definitions page to apply the new Admin Role.
