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Adding Assets to Approval Routes

You can create an approval route to approve work management documents (work orders and work requests) or inspection management (checksheets and inspection reports) for a specific asset and its descendants. When you add assets to an approval route, the route can only be used if the document is linked to the assets listed on the route. For example, if you send a work order for approval, the system filters the list of available routes so that only routes that are linked to the work order’s asset to work on or the asset to charge can be selected.

If a route does not exist for an asset, the system looks up the hierarchy for routes on parent assets. If no route is found on a parent asset, the default maintenance route for the site is selected. If there is no default maintenance route for the site, any route that approves that type of document can be selected.

This topic explains how to add assets to an approval route.

To Link an Asset to an Approval Route

1.	In the Approval route window select the Assets tab.

2.	Click Browse. The Asset Selector dialog appears.

3.	Select the asset that you want to add to the route and click OK.

4.	Save the approval route.

Tip: You can also open the Asset window, select the Properties view, Approvals tab. Click New to create an approval route.