To Approve a Work Order
Once a work order has been submitted, the system places the work order in the Work Exchange Approvals folder for the person who has been selected as the Approver.
Once approved, the system will move all work order tasks into the appropriate Work Exchange Forthcoming and Inbox folders and send notification e-mails to those assigned tasks.
To approve a work order instance, either no security is defined or the user has Approve rights based on individual or group allocated access in the Security topic.
- Using either a Work Order quick search or the expand Approvals folder of Work Exchange, display the appropriate work order in the Content pane.
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Click the Action Bar Approve icon.
The work order status changes from Planned to Running. The Approval Status changes from Not Approved to Approved. Users assigned to tasks contained within the work order will now find these tasks located in their Work Exchange folders. E-mail notification will automatically be sent to the first task responsible person.
The first task box displayed in the Diagram topic area will now appear in an orange color indicating that this task is the current task. Task boxes will display in blue when the task is completed on time otherwise they will be displayed in red (late) and the next task in the diagram will appear orange (new current task).