Part Request Approval Rule Detail

On this page you can edit existing part request approval rule details. You are also navigated to this page when you click Create new rule on the Part Request Approval Rulespage.

You can configure the following:

• Name: The name of the part request approval rule
• Description

• Status: Determines whether the rule is active or inactive

• Approval levels required: Determines the level(s) of approval required when the rule is triggered

Rule builder

When you create a new approval rule, the Rule builder sets the criteria by which the part request can be filtered and have approval levels set. You can have multiple entries for each rule.

1. Click the plus sign button.

2. Select a Criteria Value from the menu that appears. Options can include:

   • Asset Category

   • Role

   • Site Type

   • Work Order Billing Type

   • Work Order Priority

   • Min/Max Base Sale Price Total

   • Min/Max Quantity

3. Click Search (magnifying glass button).

4. Select the names, codes, or values from within the Criteria Value to add as Saved Values.

   You can select any or all of the items configured for the Criteria Value, such as particular roles if you select Rolefor the Criteria Value

5. Click Select.

   Your selections appear as Saved Values for the Criteria Value. When a part request matches your selections, it sets the approval level required. If no rule matches, the request is automatically approved.

6. Save the rule.