Additional module: approval process

The tool approval process is an authorization procedure for preventive maintenance orders and corrective repair orders and also for budget approvals (for example: material orders).

The approval process for corrective and preventive orders ensures, that they only can be further edited, if they┬┤ve got an authorization of defined release steps or release persons. You have to set release steps and persons in a release list. 

Release lists or release persons with different release steps or budget competences can be defined in any number.

The approval process is directly deposited at the object information from the assets. Therefore the defined release list will be pre-initialized for any generated order (preventive or corrective).

All orders, who are in the approval process, are collected in a separate data pool. Each release person is able to request all orders, which has to approve. This works very quick and easy by a default search filter. The course of the approval process is displayed in different states and colored visualization. Therfore each staff member has an access to all details of the approval process.

If the whole approval process for one order is done, the order will be enabled to further work automatically.

The approval process for orders with order related object costs and material orders ensures, that they can be edited after authorization by release persons with budget competences. Release lists can also contain more persons with different budget competences. The material orders, who are in the approval process, are collected in a separate data pool. From this data pool you can view or approve the material orders.  

If the whole approval process for one material order is done, the material order will be enabled to further work automatically.

If you like to combinate both versions (order approval and material order), you have to define your release lists accordingly.

This tool was developed as an add-on to Activity-NEXT and it is not including in the standardversion.