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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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Start tendering process
If the a contractor needs to be selected from a list of potential contractors, a tendering process can be started. The tendering process can either be a new process in Workplace Management or completely outside of the application. The contractor with the best quotation can be selected and assigned to the work order.
Mandate approval
Once a rIf mandate approval is applicable, the mandate approver needs to approve or reject the work orders total amount, before the work order is send to the contractor.
Corrective work order in progress
The requecorrective work order is in progress and the contractor needs to handle the work specified in the work order. If the contractor has a user acount, the contractor can directly handle the work order in the application. If the contractor does not have a user account, then the internal responsible need to handle the work order on behalf of the contractor.
End work and reviewThe requFinancial administration
The requesto
After the work order has been handled, the internal responsible can review the work executed. The review can also be done automatically (via a setting). If the internal responsible rejects the work, the work order will go back to the contractor with additonal information about the rejection and the contractor needs to handle the work order again.
Financial administration
If the executed work is approved, the financial administration surrounding this work order can be executed as a task in the workflow (depending on setting). The contractor might send an invoice, which needs to be registered and paid.
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1.9 Other relevant options
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