Group Approval

Manage and approve work orders that the providers submit after they review and make necessary changes.

Recall is not available on Group Approval, and sending work orders back to first or second-level approval is not an option for third-level approvals.

Navigate to Service > WO Approvals > Group Approval.

Use filters

Narrow down the results to refine your view and handle large amounts of data more efficiently.

1. Click any of the filter options at the upper-right.

2. Select filters:

   • Approval level: Approval stage you want to view, such as first, second-level approval, and so on.

   • Provider type: Filter work orders by service provider, such as external or internal.

   Other filters are also available.

3. Click Apply filter.

Manage work order details

View, edit or access key work order information, giving you a comprehensive overview when approving work orders.

1. Click a column on the smart table to explore the details. You might have more columns than described here:

   • Total: Displays a cost breakdown.

   • Site name: View and access site details.

   • Tags: View or add relevant tags.

   • Flag: Click the red X to review flagged issues.

   • Service provider: View details about the assigned provider.

   • Account code and Capital expense: Review account-related information, like the finance codes, task number, and whether it's capitalized work order or not.

   • Department: View the responsible department.

   • Links: Access detailed information for:

     • H: Work order history

     • D: Issue details

     • GC: General comments

     • MH: Maintenance history

     • TC: Technician comments

Approve work orders

1. Select each work order you want to approve.

2. Click Approve.

3. Enter approval comments.

4. Click OK.

Reject work orders

1. Select each work order you want to reject.

2. Click Reject.

3. Choose a rejection reason.

4. Enter a comment.

5. Click OK.

   The system sends an email notification to the provider to inform them of the rejection.