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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
No mandate approval
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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The corrective work orders module also has a planboard option. The planboard can be used for three main options:
Show already planned work orders
The planboard is a visual representation of the resources (internal work order team) and already assigned work orders. The planboard has a day, week and month view the user can choose from. The planboard is used to quickly see which resources are available and which resources are unavailable.
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Plan corrective work orders via drag and drop
Via the toggle options ‘Show unassigned work orders' and 'Hide unassigned work orders’, it is possible to enable or disable the work orders to be planned overview, below the planboard. In this overview, submitted but not yet assigned work orders are shown. These work orders can be dragged and dropped to the applicable resource and applicable date. Once the work order is “dropped“ in the planboard on the desired resource and date, the work order becomes visible in the planboard and will automatically move to the status 'Work in progress' and is automatically assigned the the applicable resource.
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Sick and vacation
It is also possible to add unavailability (Sick or Vacation) for specific resources within the planboard. Sick and vacation can be added with a description and mandatory start- and enddate fields. This gives the planboard users directly the relevant information about unavailable resources.
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More information about the planboard see: Planboard.
1.7 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.
More information about supplier access see: Supplier access.
1.8 Corrective work order workflow process
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