Setting Up and Editing Approval Paths for Work Orders

1. Select Settings > Manage Approval Paths

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

Note: Hovering/selecting the "i" next to the Roles field indicates when role(s) are selected for approval step(s), all users within that role will be included in this approval path step. This will allow anyone with the role listed to be notified of approval for the request, and anyone with that role can approve that step.

3. Enter a Name for the approval path.

4. Enter a Description for the approval path.

5. Next select the Request Type(s) (i.e. maintenance, IT.)

6. Select the Building(s) for the approval path.

7. Select the Space(s) for the approval path. 

8. Select the Problem Type(s) associated with the approval path. N

Note: A Problem type will need to be selected when filling out a work order in order for the approval path to take place. 

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

Note: If multiple users are selected for one approval step, only one of those users has to act upon the work order in order to keep it moving in the process.

10.  Select the Save button.

Here is a video on approval paths inside of MLW -