Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Managing a prior approval

Updated on January 18, 2022

As an approver, you either approve or deny a Prior approval case. As a dealer or a repair technician, you approve a Prior approval case into a Warranty claim. A manufacturer notifies a dealer about the prior approval's current status.

To approve or deny a prior approval, complete the following steps:

  1. Log into Pega® Warranty as an approver. For more information on login credentials, see Operators list and description.
  2. On the dashboard, search for the appropriate Prior approval case ID and select it.
  3. Based on the provided configured criteria, to finish the procedure, click Approve or Deny.
  4. Optional: Click Actions to perform the following:
    • Refresh the available information
    • Transfer this assignment to other work party for an approval
    • Return the case to a dealer for further action
    • Put the case on hold to stop any actions for it

To convert a Prior approval, complete the following steps:

  1. Log into Pega Warranty as a dealer or a repair technician. For more information on login credentials, see Operators list and description.
  2. On the dashboard, search for the appropriate repair order ID and select it.
  3. Review the provided data and click Submit.
  4. Optional: Notify a dealer through email correspondence. An approver related to the manufacturer can send a notification with one of the following statuses:
    • Approved – Prior approval is approved by the approver.
    • Approved-Adjusted – Prior approval is approved with adjustments.
    • Resolved-Denied – Prior approval is denied.
    • Submitted – Prior approval is submitted by the dealer.

Pega Warranty creates a Warranty claim with data inform the Prior approval case. When a prior approval is denied, a dealer submits and resolves the repair order case.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us