Checklist Approval

19 views April 17, 2017 jpajaro 0

Checklist Approval

Users have a checklist option to approve completed work orders by selecting all of them at once or each one separately and using the select button or deselect button.

checklist1Checklist Approval screen

Checklist completion for work order approvals

Checklist completion for work order approvals

All work orders can be approved, except for those with pending checklists (incomplete). Work orders with pending checklists are listed as “Pending” in the status column.

To complete the checklists do the following steps:

  • Click on the description of a pending checklist to open the checklist window.
  • Click on the checkboxes for the fields that are pending and click OK.

checklist2Checklist screen

  • If there are several pending checklists, all must be completed to be able to approve the work order.
  • When there are no checklists pending, the “Pending Checklist” field will be empty.

checklist3Pending Checklist column

  • Click the checkbox next to the work order to be approved and click on the approve button. The work order is now approved.