Approval filter

Maintenance's WO Console features a status of Pending Approval. If you select this filter, the software displays the work order records that are pending for approval. There is also a filter for the approved/rejected work order.

Approver action: Approve/reject a work order

Approvers have access to work orders for which approval is requested. This feature is available on both web and Mobile.

Prerequisites: For a user to Approve a work order, they should have the following permissions:

  • Access to the work order.

  • Approval permission—Users should be part of the designated approval group.

Notes:

  1. Once approved or rejected, the assigned technician is notified about the status.

  2. The work order is updated with the Assigned status once the approval action has been taken on the work order.

  3. Once a work order is submitted for approval, you will not be able to take any other action on the work order until it is approved or rejected.

  4. If a work order is approved, the Submit for Approval action is disabled, and you will not be able to resubmit the same work order for approval.

  5. If a work order is rejected, the Submit for Approval action is available if you want to resubmit the work order for approval.

Complete work order and update commercial details

The WO Complete functionality allows you to capture the invoice details against the work order. The software provides the following fields to capture the data.

  • Invoice number

  • Invoice date

  • Invoice amount

  • Call out fee

  • Labor cost

  • Parts cost

Notes:

  • The WO Complete form has commercial details fields that are visible to the users if they have the right to add invoice details.

  • Users with Invoice update access will be able to update values.

  • Users who do not have access to the invoice details will not be able to access the invoice.

Update Values option to user after adding details

Select the Update Values option after selecting a completed work order. You can enter the following values:

  • Invoice Amount

  • Call Out Fee

  • Parts Cost

  • Labor Rate

  • Time Spent

You can enter the Invoice Amount or Parts Cost. You can also update Labor Rate and Time Spent, and software auto-calculates the Labor Cost for the work order.

The software enables the Save option so that you can update values.