Auto Approval Hold

Navigation: Service > WO Approvals > Auto Approval Hold.

The Auto Approval Hold smart table displays work orders that have been auto-approved and will remain in this table for a client-defined number of days.

Example of functionality in use

Based on the client specific configuration, a number of auto-approval rules can be built such that certain work orders are auto approved for payment. (For example, all WOs under $500.00 could be auto-approved, or all those under $1000.00 providing there are no miscellaneous charges over $200.00, etc.)

These work orders are held in the Auto Approval Hold table for 1 to 15 days, depending on client configuration.

This gives a client user (a Maintenance Manager-type role) the opportunity to spot check a selection of these and either approve or reject them.

The following actions are available:

Action	Description
Approve	The work order will advance to the next status in the lifecycle, most likely bill payment pending, and the approved invoice can be printed
Reject, financial reasons	This will advance the status to rejected and the invoice form will be available for the contractor to review, edit, and re-submit
Reject quality of work. Revisit by contractor required	This will change the status to service incomplete and the work order will be available on the Kiosk for the contractor to return to the site to resolve the issue

Depending on the client configuration, a manual payment system may be in place or an automated accounts payable interface may be in operation. For some clients the recall functionality may not be turned on.

After a work order leaves the Auto Approval Hold table it proceeds to the next stage/status in the lifecycle.

Configuration and notes

• Auto-approval rules are client configurable, a number of different rules can be built
• Auto-approval hold is client configurable and can be turned on or off
• Auto-approval hold period is also client configurable, and can be 1 to 15 days
• Recall functionality is client configurable, and can be turned on or off
• 2nd Level Invoice Approval is client configurable, and can be turned on or off with a threshold value

• If a work order requires urgent payment, selecting approve will move it to the next status of the lifecycle in advance of the waiting period. All manually approved work orders skip the auto-approval table. 2nd level approval thresholds still come into play if configured.
• It is the GROSS total (Net total + tax) that is being evaluated against the threshold value.