Create a pre-authorization request

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • Create a pre-authorization request to check if certain parts or charges are covered under warranty or service contracts.

    시작하기 전에

    Role required: sn_claim_cmn.warranty_specialist

    프로시저

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Pre-authorization requests > All.
    2. Select New.
    3. On the Create New Pre Authorized Repair Request form, fill in the fields.
      For a description of the field values, see Pre-authorization form.
    4. Select Continue.
    5. Select Job details.
    6. Select Add claim jobs.
    7. Set Type as one of the following:WarrantyGoodwill.
      • Warranty: Repair, replacement, or service that is covered under the warranty.
      • Goodwill: Repair services that may be free or discounted at the manufacturer's discretion.
    8. On the Repair claim jobs form, fill in the fields.
      For a description of the field values, see Pre-authorization job details form.
    9. Select Save.
    10. 옵션: If you need to add additional claims, select Add claim job.
    11. Select Submit.
      The Pre-authorization in review window is displayed.
    12. Select Pre-authorization review, and then either approve, reject, or return the request.
      For more information on pre-authorization review tasks, see Review and approve a pre-authorization request.
    13. Select Assign to me to assign the case to yourself.