Asset transfer documents

Select whether or not all asset transfer documents require approval.

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Asset health reports

If this option is selected, asset health reports require approval.

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Reliability strategy selection analyses

If this option is selected, RSS analyses require approval.

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RCA	If this option is selected, RCA analyses require approval.

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Checksheets

If this option is selected, checksheets require approval.

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Inspection reports

If this option is selected, checksheet inspection reports require approval.

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Work requests

Select whether or not all work requests require approval.

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Work orders

Select whether or not work orders require approval. If you indicate that work orders require approval, you can select which types need to be approved.

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Approval is based on

Indicates the value for which approval is required. The options are: • Value of the request – approval is based on the total value of the document • Change since the previous approval – approval is based on the net change in the value of the document. For example, if the document was approved for $1000 and then redrafted and changed to $1,150, re-approval is required for the $150 difference.

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Planner

Select this option to prevent the planner from being changed on an approved work request.

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Work type

Select this option to prevent the work type from being changed on an approved work request.

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Work priority

Select this option to prevent the work priority from being changed on an approved work request.

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Requested completion

Select this option to prevent the requested completion from being changed on an approved work request.

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Classification

Select this option to prevent the classification from being changed on an approved work request.

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Work description

Select this option to prevent the work description from being changed on an approved work request.

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Requester

Select this option to prevent the requester from being changed on an approved work request.

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Failure mode

Select this option to prevent the failure mode from being changed on an approved work request.

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Title

Select this option to prevent the title from being changed on an approved work request.

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Estimated cost

Select this option to prevent the estimated cost from being changed on an approved work request.

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Problem

Select this option to prevent the problem from being changed on an approved work request.

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Maintenance Group

Select this option to prevent the maintenance group from being changed on an approved work request.

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Consequence priority used

Select this option to allow approval routes to be filtered by an asset’s consequence priority setting. When this option is turned on, the list of available approval routes on an approval request will be filtered to match the consequence priority of the asset being charged. This setting only applies to routes that approve work requests and work orders. Each approval route can be linked to one consequence priority.

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Work order approval process

The process to follow to approve work orders. You can choose from the following options: • Approving the work order approves the work and the purchases • Work order purchases are approved after the work is approved – any purchase requirements must be approved separately

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Approval is based on

Indicates the value for which approval is required. The options are: • Value of the work order – approval is based on the total value of the document • Change since previous approval – approval is based on the net change in the value of the document. For example, if the document was approved for $1000 and then redrafted and changed to $1,150, re-approval is required for the $150 difference.

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Approval value includes

Indicates the planned costs to include in the approval request. The options are: • All planned costs – approval is required for the total value of the document • Only the selected types of requirements – approval is required for costs on the selected requirements

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Direct purchases

Select this option to require direct purchases to be included in planned costs of the approval request.

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Services

Select this option to require services to be included in planned costs of the approval request.

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Stores materials

Select this option to require stores materials to be included in planned costs of the approval request.

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Labor

Select this option to require labor to be included in planned costs of the approval request.

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Tools

Select this option to require tools to be included in planned costs of the approval request.

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Auto approve work orders with zero planned costs

Indicates that work orders can be automatically approved when they do not have purchase demands.

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Projects

Select whether or not projects require approval.

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Approval basis

Indicates the value for which approval is required. The options are: • Value of the project – approval is based on the total value of the document • Change since previous request – approval is based on the net change in the value of the document. For example, if the document was approved for $1000 and then redrafted and changed to $1,150, re-approval is required for the $150 difference

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Safety provisions

If this option is selected, provisions require approval.

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Safety override incidents

If this option is selected, override incidents require approval.

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Requisitions

Select whether or not requisitions require approval. If you indicate that requisitions require approval, you must select the types that need to be approved.

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Purchase orders

Select whether or not all purchase orders require approval.

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Contracts

Select whether or not all contracts require approval.

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Approval of requisitions and requisition lines

The level at which requisitions are approved. You can choose from the following options: • Requisitions are approved: When a requisition is sent for approval, the entire requisition is sent to a single approval route. This is the default value. • Requisition lines are approved: When a requisition is sent for approval, each line must be approved separately. The approval requestor will be able to select a different approval route for each line.

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Approval is based on

Indicates the value for which approval is required. The options are: • Value of the request – approval is based on the total value of the document • Change since previous approval – approval is based on the net change in the value of the document. For example, if the document was approved for $1000 and then redrafted and changed to $1,150, re-approval is required for the $150 difference.

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Route selection based on

You can set the system to select approval routes for purchase orders by one of two methods: GL accounts or Buyers. When the GL accounts option is selected, the system filters the list of approval routes to include only those routes for the GL account being charged on the purchase order. When the Buyer option is selected, the system filters the list of approval routes to include only those routes for the buyer responsible for the purchase order. If there is no appropriate approval route for either the GL account or buyer, the system selects the default purchasing route for the site. If there is no default purchasing route, the list includes all approval routes able to approve purchase orders.

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Approval is based on

Indicates the value for which approval is required. The options are: • Value of the order – approval is based on the total value of the document • Change since previous approval – approval is based on the net change in the value of the document. For example, if the document was approved for $1000 and then redrafted and changed to $1,150, re-approval is required for the $150 difference.

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Approval is based on

Indicates the value for which approval is required. The options are: • Value of the contract – approval is based on the total value of the document • Change since previous approval – approval is based on the net change in the value of the document. For example, if the document was approved for $1000 and then redrafted and changed to $1,150, re-approval is required for the $150 difference.

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Invoices

Select whether or not whole invoices require approval before they can be posted. You may also select some or all of the invoice types that require approval.

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Invoice resource lines

Select whether or not invoice lines require approval. When this option is selected, invoice lines that are outside of the site’s defined price tolerances need to be approved before they can be posted.

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Invoice extra charge lines

Select whether or not extra charge invoice lines require approval. When this option is selected, extra charge lines that are outside of the site’s defined price tolerances need to be approved before they can be posted.

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Invoice tax lines

Select whether or not tax invoice lines require approval. When this option is selected, tax lines that are outside of the site’s defined price tolerances need to be approved before they can be posted.

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Invoice line approval is based on

Indicates the value for which approval is required. The options are: • Value on the price difference – approval is based on the total value of the line • Change since previous approval – approval is based on the net change in the value of the line. For example, if the line was approved for $1000 and then redrafted and changed to $1,150, re-approval is required for the $150 difference.

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Extra charge line approval is based on

Indicates the value for which approval is required. The options are: • Value of the price difference – approval is based on the total value of the line • Change since previous approval – approval is based on the net change in the value of the line. For example, if the line was approved for $1000 and then redrafted and changed to $1,150, re-approval is required for the $150 difference.

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Tax line approval is based on

Indicates the value for which approval is required. The options are: • Value of the price difference – approval is based on the total value of the line • Change since previous approval – approval is based on the net change in the value of the line. For example, if the line was approved for $1000 and then redrafted and changed to $1,150, re-approval is required for the $150 difference.

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Document approval is based on

This rule controls who is listed as the originator of an approval request: • The employee responsible for the document being approved: The “employee responsible for the document being approved” is determined based on the context: • Projects: Project manager • Work orders: Primary task’s Requestor. If no requestor is entered, the Planner is used. • Work requests: Requestor • Asset transfer documents: “Transferred by” employee • Requisitions: “Requested by” employee • Purchase demands: If the demand is on a manual or replenishment requisition, the “Requested by” employee is used If the demand is on a work order requisition, the primary task’s Requestor is used. If no requestor is entered, the Planner is used. • Purchase orders: “Requested by” employee • Contracts: Buyer • Invoices: “Created by” employee • Invoice lines: “Created by” employee • The employee who sends the request for approval Note: An approval request will be automatically approved if the originator and the approver on the route are the same person.

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Default route for maintenance approvals

The default approval route for this site, to be used for approving work orders, work requests, and asset transfer documents. Normally, appropriate approval routes are assigned to assets and work types. If the system cannot find an appropriate route for a work order, work request, or asset transfer document, this default route will be used instead.

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Default route for purchasing documents

The default approval route for this site, to be used for approving requisitions, requisition lines, and purchase orders. Normally, appropriate approval routes are designated for each GL account. If the system cannot find an appropriate route for a requisition, requisition line, or purchase order, this default route will be used instead.

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Default route for projects

The default approval route for this site, to be used for approving projects. Normally, appropriate approval routes are designated for each GL account. If the system cannot find an appropriate route for a project, this default route will be used instead.

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