About Request Approval

The Request Approval System is a tool that will automatically route Maintenance Requests to a pre-determined list of approvers based on the situations you have set up.  Request Approval has a built in email notification system that is used to notify the requester of the status of their request while in the Approval System.

Request Approval is an MPulse CMMS service and as such there is no interface, other than to set it up and let it run.  To set up Request Approval you go to Management Tools - Company Setup and select the Request Approval Tab.

To enable the Approval System you will need to do the following:

·                   Enter a user account in Account Setup for all Approvers

·                   Enter an Employee Records for all Approvers and link the Employee record to the User's Account.

To configure the conditions an approver will be sent a request you must:

·             Select the Approvers name from the drop down box at the top of the page.  This drop down will only be populated by user account names that have been identified in their account setup record as a Request Approver.

·             Click in the Enable Approval box at upper right of Request Approval Setup to turn Enable this approver.

Note:  If an approver goes on vacation un-check the Enable Approver box to turn off approval for their section.

·             Click on Add.  This action then enable the condition table.

·             There are five conditions that can be used to identify what requests an approver will be asked to approve.  You may choose any or all of these conditions for the approver.  The boolean logic across the grid is AND.  

·             Location - The location that the Requester identifies on their request.

·             Department - The department the Requester identifies on their request.

·             System - The system the requester identifies on their request.

·             Cost Center - The cost center the requester identifies on their request.

·             Estimated Cost - The estimated cost the requester identified on the request.

·             You may setup more than one Approver with the exact same conditions.  (To provide for backup)

·             If you choose Any the approver will be sent any request that have any value entered in the field.

·             If you choose None the approver will be sent any request that leaves that field blank.

Note:  If you have opted to not use a field (blank it), be sure to assign Any to that field for all Approvers.  If you assign None to a blanked field the Approver will get all the request because no one will have been able to enter any values in the blanked out field!

·             If an approver is to have multiple conditions (like more than one location) then add another approval condition by clicking on the add button.  The boolean logic for multiple rows on the set up grid is OR.  In the set up screen below Leo Mechanic is enabled to approve request that:

·             come from the Parts Room 2 AND are in the Mechanical System, OR

·             come from the Fremont Complex, OR

·             come from the Main Street Quad