MULTI STEP OE APPROVAL
Back to current versionRestore this version

The following is an example of a more complex Open Enrollment approval process that involves multiple steps.

The first step is defined for situations where approvals are required for coverages that require evidence to be submitted. This step involves a where clause to check if any coverage within the employee’s open enrollment have the Evidence Required toggle checked ON.

The second step is defined for situations where approvals are required for changes made to an enrollment. This step involves a where clause to filter open enrollments that include the “Elected, With Changes” elected decisions. The third step is the final approval and involves a where clause to filter the open enrollments for any plans that require approval.

Step 1: Approval for Evidence#