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Bobby van ter Beek

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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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Email content

When is it sent

Send to

The confirmation to the contractor to handle the work order, including a PDF attachment with more details about the work to be executed

Once the corrective work order is forwarded to the contractor

The contractor of the work order

A request to the mandate approver(s) to approve the corrective work order total amount

Once the corrective work order is forwarded to the contractor (only if mandate approval for corrective work orders is enabled)

The mandate approve(s) of the work order

3. General corrective work order module settings

To navigate to all the general corrective work order model settings, go to Modules settings → tab corrective work order. Hover over the available settings to get more information about a specific setting:

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4. Additional information on this module

More information on the Corrective work order module can be found in the following related articles:

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