Validate a Case Review/SAR

Process: Record a Case Review/SAR

The case review/SAR record must contain certain information before it can be approved, more than the information required to save the record to the database. If you validate the plan, you can be assured that all fields are completed prior to submitting the review for supervisor approval. You can validate the case review/SAR at any time during its completion.

Validate a case review/SAR as follows:

1. From Case Analysis screen; click Validate for Approval. The system checks that all information required for approval has been entered. It displays a dialog box listing any missing information.

2. Click OK to close the dialog box.

3. Update any records that are necessary.

4. Click Next Task below to continue.