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Creating Approval Rules

Approval rules are applied to a job version and force the version to be approved before the job can be progressed further through its lifecycle.

Approval rules are configured to set the cost variation which will trigger the approval required stage, they can be set against client. team, work type and capture the different cost types. 

User Type Right - Approval Rules [VARLE] and Approval Rule Edit [EARLE]

  1. Open the Admin menu using the cog icon.  In the financial section you will see "Approval rules". If you cannot see this you do not have the permission to create approval rules therefore please contact your super user.
  2. Click on the plus icon to create a new rule 
  3. Complete the form and click "Create".

Rule applies to: This is to control if you need the approval rule to work when the job has been created. The 3rd option to have the rule set to 'After first version', this means the rule will work once you have created a new version on your job so it will not affect jobs at the creation stage.

 

You can select the cost types you would like the rule to use, Examples are labour, order parts and activity, the rule will only calculate the cost values on a job using the selected cost types. 

There are several calculations you can use. More details on each calculation can be found here

You can select the teams you would like the rule to apply to.

Work log types are selected when you create a job. You can configure the approval rule to work for all work log types or chose individual work log types.

 

Work types are linked to work log types. You can configure the approval rule to work for all work types or chose individual work types.

Select the user types for the users who need access to approve or reject jobs that match the approval rule settings. Selected user types will have a extra button appear at the top of the job for approving or rejecting jobs. 

 

 

Search Views

To capture jobs that required approval or jobs that have been rejected you can use the search views. The filter you would use on the search is Version Status. Details on how to create the version views can be found here

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