Step2: Line Manager endorses claim form.

The Line Manager receives an email, and is required to:

1) Review the information in the claim form PDF attachment, and then

2)  Select the link for the endorsement step in the email.

When the endorsement page appears (shown below) the ‘Agency Authorisation/Declaration’ section must be completed. All other fields are to be completed if required.

If the ‘Location / Cost Centre / Risk Centre’ field is to be completed, select the school the claim relates to.

To complete the endorsement action,  the Line Manager selects ‘Send to Head Office’. This will progress the claim to the final stage, "Authorise and Submit". Once ‘Send to Head Office’ is selected no further changes can be made by the Line Manager.

It will also trigger an email, sent to the Schools Online email address, (as selected from the ‘Site Representative/Division/Head Office’ drop down list field). Example email: