An optional feature can be enabled to require work orders to be approved by designated approvers before proceeding to 'Work in Progress'
This article is for FMI Works users who have been given the permission of Works Coordinator
This is an optional feature that may or may not be activated by your organisation
When to use the 'Request Approval' option
The 'Request Approval' option is a useful feature if it aligns with your organisational policy and processes. This option must be enabled by your System Administrator.
How to use the 'Request Approval' option
Once the 'Request Approval' option is enabled, a work order can be sent for approval.
Firstly, change the status to 'Under Consideration" and from the Current Status field select 'Request Approval'.
The Work Order Request Approval page will appear, and you will be prompted to add the following information.
Required Fields
| Sent To | Select the user that needs to approve the work. The user must have the permission of Works Approver. |
| Estimated Cost | Enter the estimated cost of the work. |
| Estimated Start | Enter the estimated start date and time of the work. |
| Estimated End | Enter the estimated end date and time of the work. |
Optional Fields
| Markup | If there is an internal markup to cost enter this here. |
| Customise message before sending | Tick this option to customise the email if more information needs to be added to the Approval Request. |
When the fields are completed select Send Request.
What happens next?
An email notification will automatically be sent to the approver to action the approval request.
A message will be displayed at the bottom of the screen noting that 'An approval request has been created and a notification has been sent to the approver'.
Select Back to return to the request.