Create a pre-authorization request
Create a pre-authorization request to check if certain parts or charges are covered under warranty or service contracts.
Before you begin
Role required: sn_claim_cmn.warranty_specialist
Procedure
Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Pre-authorization requests > All.
Select New.
On the Create New Pre Authorized Repair Request form, fill in the fields.
For a description of the field values, see Pre-authorization form.
Select Continue.
Select Job details.
Select Add claim jobs.
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.
- On the Repair claim jobs form, fill in the fields.
For a description of the field values, see Pre-authorization job details form.
Select Save.
If you need to add additional claims, select Add claim job.
Select Submit.
The Pre-authorization in review window is displayed.
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.
Select Assign to me to assign the case to yourself.