Approve Work Order

Depending on the business process used at your organization, work orders may require approval before being issued. If approval for a work order is required, the work order may require more than one level of approval. Whether or not a particular work order requires approval depends on the access rights of the individual initiating the request and/or the definition in an associated procedure.

Visual indicators are used to identify approval state on both the Details page and in the Work Order List. If the work order does not require approval, the column in the Work Order List will be blank and the Approval area of the Details page will indicate approval is not required.

The Work Order Details Approval section may be hidden from display if your organization does not have a work order approval process in place.

If approval is required, the current approval state will be listed in the approval area of the Details page, and the number of approvals required will be listed beneath the Approval header.

Once the work order has been approved, the date of approval and initials of the individual who approved it will be listed in the Approval section of the Details page.

Approve a work order:

1. Access the work order you want to approve.

2. Click the Details page.

3. Click the Action button to the right of the Approval section header.

   The Approval Action menu opens.

4. Choose between two options:

   • Select Approve to approve the work order.

   • Select Reject to reject the work order.

   You must be a member of an access group with permission to approve work orders to process approvals.

   The page refreshes with the approval state displayed directly below the Approval section header. It is not necessary to click Save, as the approval is automatically saved.