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1. Approve the handled preventive work order: The internal responsible needs to review the executed work and can approve or reject the work order. This is a general setting applicable to all work order processes.

2. Financial processing step in the workflow: If this option is enabled, the workflow task to financially handle the work order becomes applicable for the internal responsible after the work order is handled and the work is approved. This is a general setting applicable to all work order processes.

3. Auto submit preventive work orders: If a service group is linked to the work order template which is used to generate all preventive work orders, the preventive work orders can be automatically submitted and assigned to the service group.

4. Auto assign preventive work orders: If a service group and pre defined contratcor is linked to the work order template which is used to generate all preventive work orders, the preventive work orders can be automatically assigned/forwarded to the contractor after the work order is submitted.

5. Use catalog items in preventive work orders. Only generic work order items can be added to a preventive work order by defaultBy default only generic cost items can be used, where the name and price are manually registered. It is also possible to enable the option to add pre defined cost items via catalog items. Relevant information (like the name and purchase price) from the catalog item is automatically transferred to the work order as a cost item.

4. How to activate this module

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For the user manual with a more step-by-step explanation of the process itself, see: Preventive maintenance work orders for (end) users

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