THIS ARTICLE IS CURRENTLY UNDER CONSTRUCTION
| Table of Contents | ||
|---|---|---|
|
...
If it is not yet clear which contractor should be assgined assigned to the corrective work order, a tendering process can be created to find the right contractor for the job. Via a tendering process, quotations can be requested from multiple suppliers.
...
Via ‘Module settings' → ‘Maintenance’ → ‘General work order settings’ → ‘Quotation process via seperate separate workflow’ can be set to Yes, if the tendering process is done in Workplace Management. In this case, when creating a tendering process from the corrective work order, the corrective work order will go to a 'Quotation process’ status and will automatically continue once one of the quotations is accepted. The supplier of the accepted quotation is automatically assigned to the corrective work order.
If the quotation process is done outside of Workplace Management, the corrective work order is also moved to a 'Request quotation(s)' status. The corrective work order needs to be manually forwarded to the contractor of choisechoice, based on the tendering process executed outside of the application .(for instance, done only via email)
Tendering processes can also be created seperately and not only from within a corrective work order. More information about the process see: Tendering process (quotations) module.
...
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
...
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
...