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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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Corrective work order in progress
The corrective 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 review
After the work order has been handledRetract or reschedule
If a corrective work order is in progress, but needs to be rescheduled for another date, the internal responsible can review reschedule the work executed. The review can also be order and forward it again. If the corrective work order needs to be assigned to another internal responsible, the corrective work order can be retracted and is again assgined to the whole service group to pick up.
End work and review
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.
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1.9 Other relevant options
Financial administration
Via a general work order setting (so it is applicable on Corrective, Preventive and LTMP work orders), it is possible to add a 'Financial administration’ step in the workflow. As soon as the invoices from the contractor have been handled, the corrective work order can be manually closed. Incoming invoices can also be automatically matched and the corrective work order automatically closed as soon as the corresponding incoming invoices are handled. More about incoming invoices see <LINK TO INCOMING INVOICES>.
2. Automatic emails send in the workflow(s)
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