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A corrective work order is always created from within a request. |
The next parts will go into more detail on some of the core concepts of this module:
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Once a request with building ‘Spacewell Arnhem’ and the problem type ‘Front gate defect' is submitted, a corrective work order is automatically created, assigned to the service group ‘Facility’, assigned to the contractor 'Supplier X’ and automatically send to the contractor.
Because there is are no manual action or interference in this caseactions involved if a work order is automatically created via this path, a remark can be pre-defined and a default cost item (catalog item) can be determined and set in the problem type, that will also be automatically added to the work order. A default cost item can be relevant if price agreements are negotiated for specific types of work (e.g. ‘Empty a container’) and the default (planned) price can automatically be included.
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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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