Assign Service Approvals

• Every active Service Approval must be assigned.
• Service Approvals with a type code of 'Contract' must be assigned to a worker position.
• Service Approvals with a type code of 'Verbal Agreement' are automatically assigned to the Central Office default position. Verbal Agreements are typically open-ended and do not require periodic compliance reviews. Assigning these Service Approvals to the Central Office default position ensures any alert regarding a Tax ID resolution problem is brought to the attention of Claims Processing staff. It is important to reassign the Service Approval to a worker when the Verbal Agreement is established.
• A Service Approval may be assigned to more than one office position.
• Assignment roles (e.g. Primary, Additional, etc) are not captured for Service Approval.
• When a Service Approval expires/closes, a batch program closes the Service Approval Assignment(s).
• If an expired Service Approval is reopened it must be reassigned.

1. From the Detail Service Approval window, select the Service Approval Assignments icon or select from the Go To drop down menu.
2. From the Detail Service Approval Assignment window, select Assign Position from the Actions drop down menu.
3. From the Search Office Position window, select either the Office Position Number or the Arrow push button by Office (to select from a list of positions in a selected office) or the Arrow push button by Staff Person (to select a specific staff person).
4. After selecting the staff person to be assigned to the case, a window will appear confirming the selection of a staff position for this assignment. Answer ‘yes’ to return to the Detail Service Approval Assignment window.

(11-2005)