Approve Work Order

Once the service provider submits a work order, it requires your review and approval. Approve or reject work orders by selecting either the Work order # or Date opened from the Approvals page. This opens the Approve Work Order page, where you can review work order history, invoice details, and take an action to approve or reject the work order.

Work Order Review

In the Work Order Review tab, review work order details, including parts, refrigerant, equipment, site, total work order charges, contractor, and more.

Review action

The Review action field provides the following options:

• Approve: Marks the work order as approved. Additional approval levels might be required based on your organization's configuration.

• Reject, financial reasons: Moves the work order back to Provider/contractor review with a rejected status. You must select a rejection reason and enter review comments.

• Reject quality of work. Revisit by contractor required: Sends the work order back to Service provider/contractor in a service incomplete status if it is within the recall period. If the recall period has expired, this option is unavailable.

  You must select a recall reason and operation status, and enter review comments.

• Send Back to 1st Level Approval: For 2nd and 3rd Level Invoices. Moves the work order to 1st Level Invoice Approval and records a "Sent back from 2nd Level Approval to 1st Level Approval" event in the work order history. The comments field is mandatory.

• Send Back to 2nd Level Approval: For 3rd Level Invoices. Moves the work order to 2nd Level Invoice Approval and records a "Sent back from 3rd Level Approval to 2nd Level Approval" event in the work order history. The comments field is mandatory.

Once you select an action, click Submit.

Equipment

In the Equipment section, you can view detailed information such as the equipment categories, serial number, model, in-service date, warranty, manufacturer, and comments.

Site

In the Site section, you can see details like the address, space type, phone number, email, department, and other site-related information.

Total work order charges

This section compares the net total against various estimates and displays the percentage difference. You can see travel, labor, parts, and parts inventory costs. The fields shown depend on the work order type:

• Normal: Average order Value (AOV), Default Accrual Amount, Manual Accrual Amount.

• Estimate: Estimate Net Total.

• Quote: Quote Net Total.

• Comprehensive Payment: Periodic Invoice Amount.

• PPM - PAYG & Comprehensive: Default Accrual Amount, PPM Change.

Contractor

In the Contractor section, you can view details such as the contractor’s address, email, site supplier, and vendor number.

Problem detail

In the Problem detail section, you can view information such as the request type, asset category, problem type, comments, not-to-exceed value, and service details, including the date, total labor spent, action code, and technician comments.