ML Work Orders™ allows district users that have Administration Permissions to set up approval paths based on the Building and Type of Work Order request that is being submitted. 


To set up approval paths, once logged into ML Work Orders™:


1. Select Admin > District Setup > Manage Approval Paths


The Manage Approval Paths page will be displayed. 



2.  To add an approval path, select the Add icon (.)


2. First select the Building for the approval path.



3.  Next select the type of Work Order request (i.e. maintenance, IT.)


4.  Select the Add Step button to add each approval step as needed and select the individual responsible for that specific step of approval.

Note: Selecting more than one user at one approval step, will allow whoever access the work order first to approve that step.


5.  Optional: You can select Spaces or Problem Types that will override this Approval path for this Building and Request Type. Overrides will have a different approval. For example a request for electrical work may require different approval than cleaning a spill.


6.  Select Save to proceed.


Users with Administration Permissions have the ability to edit an Approval path. 


To Edit an Approval Path:


1. Select Admin > District Setup > Manage Approval Paths


The Manage Approval Paths page will be displayed. 




2.  Select the Edit Icon () next to the Building requiring a modification. 



3.  Make any necessary changes to the Approval Path. 


Users with Administration Permission have the ability to edit:

  • Building
  • Request Type
  • Approval Path
  • Add a Step in the Approval Path
  • Override   


 


4.  Once the Approval Path is modified as desired, select the Save button.


Watch this short video to learn how to Set up and Edit Approval Paths.

Setting Up and Editing Approval Paths from MasterLibrary.Com, LLC on Vimeo.