Validation Process v2

Created Support Process

adding new statuses per request

Status:
- Pending
- assigned
- awaiting approval (teri, shep, ariana)
   -- approved
   --denied
   --invalid registration

create record type for validation

added new case origin - validation - made it the only option for validation case record types
added reasons - validation, reinspection - separate reasons

validation queue - already exists

created approval notification email template

Approval Process

New Approval Process Steps

Step 2. Specify entry Criteria 

case reason = Validation

Step 3. specify Approver field and Record Editability Properties

Case Owner must be person requesting approval - Approval request will go to their manager

make sure everyone's user settings has their manager - done via dataloader

Administrators OR the currently assigned approver can edit records during the approval process.

Step 4. Select Notification Templates

'approval process request notification' template

Step 5. Select Fields to Display on Approval Page Layout

Done

Step 6. Specify Initial Submitters

Case owners and the Validation team

Add the Approval History related list to all Case page layouts - yes

Allow submitters to recall approval requests - yes

New Approval Step

Step 1. Enter Name and Description

send to management -  step #1 and only step

Step 2. Specify Step Criteria

check with Teri.   Now, all validation cases can get to first step without meeting criteria.    ...  Specify whether a record must meet certain criteria before entering this approval step. If these criteria are not met, the approval process can skip to the next step, if one exists. Learn more

Step 3. Select Assigned Approver

all submissions go to Teri.  no delegated approver

Check 

You have just created an approval step. You can optionally specify workflow actions to occur upon approval or rejection of this step. Would you like to do that now?

Yes, I'd like to create a new approval action for this step now.

Yes, I'd like to create a new rejection action for this step now.

No, I'll do this later. Take me to the approval process detail page to review what I've just created. 

To assign delegates, for each user, populate the Delegated Approver field on the user’s detail page.

if approval declined then close case automatically - no (manually update status to Need more info or Closed Rejected
     Closed - Rejected created this status
    removed normal Closed status from validation record type 

need - rejected, close done   AND  rejected, need more info  Need More Info created 
when approved - auto close  ,  closed - good/! - can't 
   created Field Update from Setup - Update Status to Need More Info.  Use in first rejection in the process.
Updated Validation Queue - all of that record type not closed.

test - if Teri accesses validation case owned by Sharon can teri submit then approve the case?  yes
customer support should only see customer support cases - updated the Validation Queue so they can't access 
need to update the profiles to not see those cases too done

validation role should only see validation and aging cases - done with profiles
test if Dee can edit or see aging and/or validation cases - nope

case creation - contact name required
done  

AND (Contact.Id = "" , RecordTypeId = "012630000000JKC")

cant' close until approval done

on case page layout: make Description field prominent
Create a new page layout for validation cases
update the page layout assignements


create Follow Up button that creates a new task.  button near Edit button on case layout
validation.support@confirmation.com needs to be an email-to-case address forwarded to salesforce.  this need approval from Shep.   no customer reply notification necessary. 
Validation Cases can only be viewed by Validation Team and UP. 


create case origin - Self Registered 

make sure sharon/validation team can email from the validation email address. 

only teri to close validation cases
AND(
OR(
ISPICKVAL( Status , "Closed")
,ISPICKVAL( Status , "Auto Closure - Aging Days Under 5")
,ISPICKVAL( Status , "Closed - Validated")
,ISPICKVAL( Status , "Closed - Validated")
,ISPICKVAL( Status , "Closed - Rejected")
),
RecordTypeId = "012630000000JKC",
NOT($User.Id = "005A00000024Z8O"))