Page Comparison

1. Create works order

Create works order as usual, including the Net Cost (as this has a bearing on whether a user is able to approve the works order):

• Approval Status is set to Not Set
  All existing works orders that were created before works order authorisation functionality was implemented on your system are given the Approval Status of Not Set
  (this prevents the Works orders awaiting approval list being immediately filled with current works orders on the Organiser Property Management panel)

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2. When not authorised to approve works order - mark works order as awaiting authorisation

Click link beside Approval Status:

• Select Awaiting Authorisation

  

• This puts the works order in the Works orders awaiting approval list on the Organiser Property Management panel - see step 4

• The change to the Approval Status is logged in the works order Activity Feed

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• Before the works order is marked as authorised:

  • the Print button (top right of the works order) is disabled

  • the Status menu does not offer the options to mark the works order as Raised or Completed

    

3. When authorised to approve works order - mark works order as authorised

Click link beside Approval Status:

• The option to mark as Awaiting Authorisation is offered (as outlined in step 2), along with the option to mark as Authorised

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• When ready to authorise, select Authorised

• The works order Status can now be changed to Raised or Completed

• The Print button (top right) can be used to print and/or email works order detail

3a. Edit the cost on an approved works order (where enabled)

Where enabled, a user can edit the cost on an approved works order

From the approved works order:

• Click Edit (to right of the VAT/GST field, as shown in the example in step 3)

• This prompt will be displayed - click Yes

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• The works order Approval Status will be set to Awaiting Authorisation again and the Net Cost can be changed

4. Access list of works orders awaiting approval on Organiser

Works orders that are marked as Awaiting Authorisation are displayed in the Property Management panel

The option needs to be added to the panel first:

• Hover over the Property Management panel header

• Click the settings (cog) icon to access Panel Setup

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• Scroll to the bottom of Panel Setup, tick Works orders awaiting approval and click tick (top right) to save

  

From Property Management panel:

• Works orders awaiting approval is displayed in the list

• Click Works orders awaiting approval to see the list within the panel
  OR, right-click and select Full results to view the works orders grid

Three columns relating to works order authorisation can be added to the works order grid:

• Right-click over the grid headings, select Pick columns and click More

• In Choose Columns, tick Authorisation Status, Authorised By and Authorised Date - click Accept

  

• Right-click over the grid headings again and select Save grid layout

5. Reporting on works orders by authorisation status

From Power Reports:

• Change report type to Works Orders

• Click Authorisation Status

  

• Select which Authorisation Status to include (or not include) in the report

  

• Add any other required criteria and click Run Report
  The report results will be displayed in a grid

Three columns relating to works order authorisation can be added to the report results grid:

• Right-click over the grid headings, select Pick columns and click More

• In Choose Columns, tick Authorisation Status, Authorised By and Authorised Date - click Accept

  

• Right-click over the grid headings again and select Save grid layout

6. Booking works orders in bulk

When booking works orders in bulk:

• works orders that can be authorised will be authorised in bulk

• works orders requiring authorisation will be added to the Organiser list (outlined in in step 4)

Create the works orders in bulk, as usual:

• Enter the Works Order Details and clicking Next

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• A prompt will be displayed to confirm that the works orders will be created
  On clicking Yes, if the user’s configuration settings/authorisation limits dictate that:

  • the works order(s) can be approved

    • This information is given in an on-screen prompt, as shown in the example below

    • The relevant works order(s) will be created and marked as Authorised

  • the works order(s) cannot be approved

    • This information is given in an on-screen prompt

    • The new works order(s) will be created and marked as Awaiting Authorisation

    • The new works order(s) will also be added to the list of works orders requiring approval on the Organiser Property Management panel, Works orders awaiting approval (see step 4)