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

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Email content

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When is it sent

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Send to

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

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Once the corrective work order is forwarded to the contractor

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The contractor of the work order

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

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

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can be found in the user manual: Corrective work order workflow emails

3. General corrective work order module settings

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