Concepts

Tasks

Settings

Sending a Document for Approval

When you create a document in APM, your site’s approval settings determine if the document requires approval. If approval is required, you must send the document to an approval route for approval.

APM sends the request for approval to the first employee or group on the route. If the estimated value of the request exceeds the first employee’s approval limit, it is routed to the next employee on the route (that is, to the approver with the next highest approval limit). Each approver on the route can write comments on the request before it goes to the next person. This process is repeated until the request reaches an employee with the appropriate approval limit, who then approves the request.

If the value of the request is equal to or less than a specified automatic approval threshold amount, it is automatically approved when it is sent to the route for approval. The route’s approvers do not have to review and approve it.

This topic provides general instructions for sending documents for approval. You can find detailed information about specific document types in these topics:

•	Sending Work Requests for Approval

•	Sending a Work Order for Approval

•	Sending Projects for Approval

•	Sending an Asset Properties Change Request for Approval

•	Sending a Work Document Change Request for Approval

•	Sending an Asset Activity Report for Approval

•	Sending an Asset Health Report for Approval

•	Sending a Checksheet for Approval

•	Sending an Inspection Report for Approval

•	Sending a Current Practice Review for Approval

•	Sending an MTA2 for Approval

•	Sending an RCM2 Analysis for Approval

•	Sending an RBI Analysis for Approval

•	Sending a SIF Analysis for Approval

•	Sending an RCA for Approval

•	Sending RSS Analyses for Approval

•	Sending a Safety Object for Approval

•	Sending Requisitions for Approval

•	Sending Purchase Orders for Approval

•	Sending Invoices and Credit Memos for Approval

•	Sending Invoice Lines for Approval

•	Sending Contracts for Approval

To Send a Document for Approval

1.	Right-click a document with the status unapproved and select Send for Approval. The Send for Approval dialog appears. For example:

Tip: You can select two or more unapproved documents and submit all of them to the same approval route. You can also open a document and select Send for Approval from its object menu.

2.	If a default route has been selected for the document type, it is displayed. You can select another from the Approval route list or click the browse icon to select one.

3.	Enter a comment, if you wish. Requester comments are displayed in the site’s Approvers view, Requests tab, as well as in the Approval Request window in the Request Info tab.

4.

If you are approving a work order with requisition lines or a requisition, you might need to select an approval route for each line. To change the selected route for a line, select the line and press F2. The Approval Route box can then be edited. Select the approval route from the list. Only valid approval routes for requisitions are listed.

5.	Select whether or not you want a notification email sent to the request’s originator when all of the required approvers have approved the request or when an approver returns the request without approval.

Note: Employees can be notified by email only if their email addresses have been entered on their employee properties.

Note: You can create a custom subject and/or body message for the approval request email. For more information, see Customizing Approval Request Emails.

6.	Click Send for Approval to send the request to the first approver on the route and the document’s status is changed to “Waiting for approval”.