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Both mandate approval options mentioned above can also be configured at the problem type level.

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Info

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 is created, and mandate approval for corrective work orders is enabled depending on problem type.

  1. A corrective work order from a request with Problem type 1 with a total amount of 250, no approval is needed

  2. A corrective work order from a request with Problem type 1 with a 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)

  3. A corrective work order from a request with Problem type 2 with a total amount of 250, no approval is needed

  4. A corrective work order from a request with Problem type 2 with a total amount of 20.000, no approval is needed

  5. A corrective work order from a request with Problem type 3 with a total amount of 250, needs to be approved by User 1

  6. A corrective work order from a request with Problem type 3 with a total amount of 5.000, needs to be approved first by User 1 and then by User 2

  7. A corrective work order from a request with Problem type 3 with a 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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The following part describes the workflow of 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 are 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 (depending on the settings) with planned quantities and prices.

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