Approving Work Requests

Modified on Fri, 23 Jul 2021 at 11:29 AM

There are three ways to approve work orders; the first is as follows.

 

  1. Click Maintenance | Work Order | Approval 

  2. Click in the Status field and choose Show All 

  3. Click the checkboxes next to the Work Request you wish to Approve or Deny

  4. Click  Approve or Deny

NOTE: If you deny it, you must put a reason
  1. If approved, the Work Request has been converted to a Work Order, and can be found under the Work Order Search.



You can also schedule work requests from the approval workbench.

 

  1. Click in Work Assigned column and choose a mechanic

  2. Click in Shift column to set the shift 

  3. Click in Scheduled Date column to choose the start date

  4. Click in Scheduled Duration column to set the estimated duration  

NOTE: In order for the work order to be successfully approved, assigned, and scheduled, you must fill in the Work Assigned, Scheduled Date, and Scheduled Duration fields

   

      5. Click Approve


 


Another way to approve or deny a work request is:

 

  1. Click Maintenance | Work Orders | Search 

  2. Click on the Work Order that you would like to approve; to find it easier you can filter by clicking the three lines, and selecting Work Requests, or you can look for work orders that have a red Work Request symbol by it 

  3. Click Approval | Approve 

 

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