Pre-Approval

Here are is a more detailed step-by-step guide on how to make a pre-approval. 

Step 1: Click on Form to view the PST Recommendation.
Step 2: If you agree with the recommendation, use the Notes feature to post your approval message. 

Step 3: Click "Checklist" and check off the Pre-Approval task. Next, click the + sign on the Final Determination task. Assign the task to the Final Determination Team, Assign a Due Date (24-hour turnaround time), then click save.
Step 4: If you are the second person to post your Pre-Approval, change the case stage to "Final Determination."