The representative of the trustees authorises that the benefit claim is valid, the information captured is correct and that there are the necessary supporting documents for the claim. The claim input data will be locked from further updates (both at the client and administrator site). From this point onwards, no additional input is required from the trustees, and the administrator will take over the processing of the benefit claim.
The authorisation process triggers an e-mail to the administrator notifying them of the benefit to be processed.
Note:
To set up the e-mail address, refer to Maintain team details under
Security
Access
Data Level Security