Submit a Case Review/SAR for Approval

Process: Record a Case Review/SAR

When the case review/SAR is complete, submit it to your supervisor for approval as follows:

1. From Case Analysis screen; click Submit for Approval. The system checks that all required information has been entered. If any information is missing, it will list the specific topics in the validation screen.

2. If there is missing information, complete that information, then click Submit for Approval again. This approval request is sent to your supervisor's workload.