Skip to content
  • There are no suggestions because the search field is empty.

Work Order Category- Setting up Approvals | FlowPath Help Center

Work Order Category- Setting up Approvals

Enable approvals based on work order categories.

  1. Accessing Work Order Categories

    • Go to main dashboard

    • Navigate to back settings > settings > work orders

    • Click on categories

  2. Enabling Approvals

    • Enable approvals for specific categories

    • View enabled categories in the column

    • Click on a category to enable approvals

  3. Setting Up Approvers

    • Toggle on approvals enabled

    • Choose default approvers or set location-specific approvers

    • Add individual or multiple approvers

    • Consider location assignments for specific approvers

  4. Managing Approvals

    • Review and approve work orders with assigned approvers

    • Admins have override capabilities

    • Approve, escalate, or reject work orders

    • Approvals move the work order through statuses (requested, pending)

  5. Finalizing Approval Process

    • Approve and escalate until final approval is reached

    • Work order status changes based on approval actions

    • Access work order categories through global settings > work orders

Accessing Work Order Categories

  • Go to main dashboard

    • Go to main dashboard

  • Navigate to back settings > settings > work orders

    • Navigate to back settings > settings > work orders

  • Click on categories

    • Click on categories

    Enabling Approvals

    • Enable approvals for specific categories

      • Enable approvals for specific categories

    • View enabled categories in the column

      • View enabled categories in the column

    • Click on a category to enable approvals

      • Click on a category to enable approvals

      Setting Up Approvers

      • Toggle on approvals enabled

        • Toggle on approvals enabled

      • Choose default approvers or set location-specific approvers

        • Choose default approvers or set location-specific approvers

      • Add individual or multiple approvers

        • Add individual or multiple approvers

      • Consider location assignments for specific approvers

        • Consider location assignments for specific approvers

        Managing Approvals

        • Review and approve work orders with assigned approvers

          • Review and approve work orders with assigned approvers

        • Admins have override capabilities

          • Admins have override capabilities

        • Approve, escalate, or reject work orders

          • Approve, escalate, or reject work orders

        • Approvals move the work order through statuses (requested, pending)

          • Approvals move the work order through statuses (requested, pending)

          Finalizing Approval Process

          • Approve and escalate until final approval is reached

            • Approve and escalate until final approval is reached

          • Work order status changes based on approval actions

            • Work order status changes based on approval actions

          • Access work order categories through global settings > work orders

            • Access work order categories through global settings > work orders

            By following these steps, you can effectively set up and manage work order category approvals within the system.