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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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Tendering processes can also be created seperately and not only from a corrective work order. More information about the process see: Tendering process (quotations) module.
1.6 Planboard
The corrective work orders module also has a planboard option. More information about the planboard see: Planboard.
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After the corrective work order is forwarded to the (internal or external) contractor, the work order needs to be handled via a workflow taskby the internal or external contractor. If the contractor does not have a user account in Workplace Management to be able to handle the work order, the service team responsible responsible service group of the work order is assigned to handle the work order on behalf of the contractor.
If the contractor does have a user in the application, the contractor needs to handel the work order themselves. Supplier access can be enabled to provide the conractors a user friendly overview with all work orders to be handled.
More information about supplier access see: Supplier access.
1.8 Corrective work order workflow process
The following part describes the workflow for a corrective work order from a high-over point of view. For a detailed description, see the user manual Corrective work order module for (end)users.
Create a corrective work order
A new corrective work order can either be created manually from a request (if corrective work orders in general or for this problem type is enabled) or the corrective work order can be created automatically determined by the problem type settings. Many fields are automatically taken over from the request (subject, description, service group, internal responsible, etc.). The user can add generic-, catalog- and/or inventory items (depends on the settings) with planned quantities and prices.
Submit or directly forward corrective work order
After the corrective work order has been completely filled in, the work order can either be submitted or directly forwarded to the contractor.
If the contractor is not yet determined, when creating the work order, the work order can be submitted. The contractor can be linked to the work order in the next step manually or via a tendering process.
If the contractor is automatically determined via preferred suppliers) when creating the work order, the work order can be directly forwarded to the contractor.
Start tendering process
If the contractor needs to be selected from a list of potential contractors, a tendering process can be started.
Mandate approval
Once a r
Corrective work order in progress
The reque
End work and review
The requ
Financial administration
The requesto
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1.9 Other relevant options
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