Managing Approval Paths


1) Select the Add icon.

2) Choose the building for which the Work Order needs to be approved.

3) Select the type of Work Order request, this will determine who is approving the Work Order.

4) Add as many approval steps as needed, selecting the individual responsible for approval as appropriate.


Enter the building, type, and approver(s).
Enter the building, type, and approver(s).

 

5) Optional: you can select spaces or trades 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.

Select Space or Trade for orverrides and the approval.
Select Space or Trade for orverrides and the approval.


6) Click Save to proceed.


To edit an Approval Path, click the Edit icon and follow the same process.