Create a pre-authorization request

task brazil Updated Sep 10, 2026 1 min read mco-agents-create-pre-auth-request.md
Raw file servicenow.com

Create a pre-authorization request to check if certain parts or charges are covered under warranty or service contracts.

Before you begin

Role required: sn_claim_cmn.warranty_specialist

Procedure

  1. Navigate to Workspaces > CRM Workspace > Lists > Pre-authorization requests > All.

  2. Select New.

  3. On the Create New Pre Authorized Repair Request form, fill in the fields.

    For a description of the field values, see Pre-authorization form.

  4. Select Continue.

  5. Select Job details.

  6. Select Add claim jobs.

  7. Set Type as one of the following:WarrantyGoodwill.

    • Warranty: Repair, replacement, or service that is covered under the warranty.
    • Goodwill: Repair services that may be free or discounted at the manufacturer's discretion.
  8. On the Repair claim jobs form, fill in the fields.

    For a description of the field values, see Pre-authorization job details form.

  9. Select Save.

  10. If you need to add additional claims, select Add claim job.

  11. Select Submit.

    The Pre-authorization in review window is displayed.

  12. Select Pre-authorization review, and then either approve, reject, or return the request.

    For more information on pre-authorization review tasks, see Review and approve a pre-authorization request.

  13. Select Assign to me to assign the case to yourself.

Parent Topic:Pre-authorization requests

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