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Table of Contents
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Info

This article is about the use of this module as an application manager, for more information on how to use the concepts in this module as a user (for instance, details on how to create an object), see the related module in the Users part of this knowledge base: Users

1. What is this module about

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More information about service groups can be found via Requests module.

1.2 Problem types

The problem type selected in the request can also influence the corrective work order behavior. Per problem type, it is possible to determine if a corrective work order is automatically created, assigned, and sent to the relevant contractor based on the preferred supplier role.

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More information about problem types can be found via Requests module.

1.3 Cost items

Unlike in requests, it is possible to register cost items in corrective work orders. Cost items (work order items) can be generic or based on catalog items (this needs to be enabled via ‘Modules settings' → ‘Corrective work orders’ → ‘Use catalog items in corrective work orders’). Adding cost items based on inventory items is also possible, but the 'Inventory management’ module needs to be enabled in this case. More information about inventory management see: Inventory management module .

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For more information about preferred suppliers, see: Preferred suppliers.

For more information about requests and problem types, see: Requests module.

1.5 Tendering process (quotations)

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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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Workflows can automatically send emails after a certain task is executed or a workflow has been in a status for a certain amount of time. The default emails need to be activated per workflow. For more information on enabling the default workflow emails, see Workflow emails.

For the corrective work order module, the following default workflow emails are available:

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