THIS ARTICLE IS CURRENTLY UNDER CONSTRUCTION
1. What is this module about
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Both mandate approval options mentioned above, can be configured on problem type level.
Example:
Problem type 1
Mandate approval group: Mandate approvers (members are User 1 and User 2)
Mandate approval from amount: 1000
Problem type 2
Mandate approval disabled
Problem type 3
Mandate approval: by manager
User 1 → Manager: User 2 and Mandate amount: 500
User 2 → Manager: User 3 and Mandate amount: 10.000
User 3 → Manager: No manager and Mandate amount: 1.000.000
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A corrective work order from a request with Problem type 1 with the total amount of 250, no approval is needed
A corrective work order from a request with Problem type 1 with the total amount of 2500, needs to be approved by either User 1 or User 2 (every user in the mandate approval system group will get the task to approve)
A corrective work order from a request with Problem type 2 with the total amount of 250, no approval needed
A corrective work order from a request with Problem type 2 with the total amount of 20.000, no approval needed
A corrective work order from a request with Problem type 3 with the total amount of 250, needs to be approved by User 1
A corrective work order from a request with Problem type 3 with the total amount of 5.000, needs to be approved first by User 1 and then by User 2
A corrective work order from a request with Problem type 3 with the total amount of 20.000, needs to be approved first by User 1, then by User 2 and then by User 3
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1.4 Tendering process (quotations)
1.5 Planboard
1.6 Supplier access
SUPPLIER ACCES LINK TO ANOTHER ARTICLE (also applicable for Preventive, etc.)
After the If a corrective work order is forwarded to the (internal needs to be handled by a not yet known contractor, a tendering process can be created to find the right contractor for the job. Via a tendering process, quotations can be requested from multiple suppliers to handle the corrective work order. Tendering processes are used if there are no preferred suppliers or there are a lot of suppliers to choose from. A tendering process is a good way to find the supplier with the best price, quickest response, can execute the work at the earliest time, etc.
A tendering process can be created in Workplace Management directly from a corrective work order or a tendering process can be done completely outside of the application.
Via ‘Module settings' → ‘Maintenance’ → ‘General work order settings’ → ‘Quotation process via seprate workflow’ can be set to Yes, if the tendering process is done in Workplace Management. In this case, the corrective work order will go to a 'Quotation process’ status and will automatically continue once one of the quotations is approved. The supplier of the approved quotation is automatically assigned to the corrective work order.
If the quotation process is done outside of Workplace Management, the corrective work order is also moved to a 'Request quotation(s)' status. The corrective work order needs to be manually forwarded to the contractor of choise based on the tendering process executed outside of the application.
Tendering processes can also be created seperatly and not only from a corrective work order. More information about the process see Tendering process (quotations) module.
1.5 Planboard
1.6 Supplier access
SUPPLIER ACCES LINK TO ANOTHER ARTICLE (also applicable for Preventive, etc.)
After the corrective work order is forwarded to the (internal or external) contractor, the work order needs to be handled via a workflow task. If the contractor does not have a user account in Workplace Management to be able to handle the work order, the service team responsible is assigned to handle the work order on behalf of the contractor.
1.7 Preferred suppliers
1.8 Other relevant options
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