Workflow
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Creator
The Work Order Creator (WC) is responsible for creating and forwarding the work Order along with relevant documents uploaded.
WC can
Create and forward work order
Edit work order
Create and Forward
Work order creator (WC) has the rights to create a work order for a project and then forward it to the verifier. On creation, the WC gets the forward dialog box from which the user optionally selects the verifier’s name as assignee name, add the comments if any, and then forward the work order.
On Forward, the work order is forwarded to the verifier and the success page is displayed with the success message and work order number.
Edit
The Work order creator (WC) has the rights to edit the work order in the case the work order is sent back for any correction.
The work order pending for correction is available in the Inbox. Else, search for the work order using the search work order.
Click on the work order number to open the work order and view the details.
Select the Edit from the Take Action. Work order is opened into editable mode.
Verifier
The Work Order Verifier (WV) is responsible for verifying the work order and supporting documents uploaded.
WV can
Verify and forward work order
Send work order back to WC
Verify and forward
The WC verifies and forwards the application if the documents and information provided in the work order is found satisfactory and complete.
To verify and forward the work order
The work order pending for verification is available in the Inbox. Else, search for the work order using the search work order.
Click on the work order number to open the work order and view the details.
Select the Verify and Forward from the Take Action. A pop-up window is opened.
Select the approver’s name as Assignee Name.
Provide any additional information for the assignee in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Verify and Forward button. The work order is forwarded to the approver.
Send back
WV can send the work order back to the WC for any corrections or if any vital document has not been uploaded.
To send the work order back to the WE
The work order pending for verification is available in the Inbox. Else, search for the work order using the search work order.
Click on the work order number to open the work order and view the details.
Select the Send Back from the Take Action. A pop-up window is opened.
State the reasons for sending the work order back to WE in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The work order is placed into WE’s inbox and the work order enabled for editing.
Approver
The Approver verifies the work order and if the documents and information provided in the work order is found satisfactory, complete and as per the guideline, the work order is approved.
Approver can
Approve the work order
Send the work order back to WV
Send the work order back to WC
Reject the work order
Approve
The work order Pending for Approval is available in the Inbox. Else, search for the work order using the search work order.
Click on the work order number to open the work order and view the details.
Select the Approve from the Take Action. A pop-up window is opened.
Provide any additional information in the Comments section.
Click on the Approve Files button to upload any supporting documents.
Click on the Approve button. The estimate is approved.
Send Back
To send the work order back to the WV
The work order pending for approval is available in the Inbox. Else, search for the work order using the search work order.
Click on the work order number to open the work order and view the details.
Select the Send Back from the Take Action. Pop-up window is opened.
State the reasons for sending the work order back to the WV in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The work order is placed into WV’s inbox.
Send back to originator
To send the work order back to the WE
The work order pending for approval is available in the Inbox. Else, search for the work order using the search work order.
Click on the work order number to open the work order and view the details.
Select the Send Back from the Take Action. A pop-up window is opened.
State the reasons for sending the work order back to WE in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The work order is placed into WE’s inbox and the work order enabled for editing.
Reject
The Approver can reject the work order if the documents and information furnished by the WC does not meet the prescribed guidelines.
To reject the work order
The work order Pending for Approval is available in the Inbox. Else, search for the work order using the search work order.
Click on the work order number to open the work order and view the details.
Select the Edit from the Take Action. A pop-up window is opened.
State the reasons for rejecting the work order in the Comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Reject button. The work order is rejected, and a notification is sent to the WC informing the same.
