Concepts

Tasks

Settings

Sending Work Requests for Approval

Your site’s approval settings determine if work requests require approval. If approval is required, you might need to send the document to be approved before the request can be turned into a work order.

To Send a Work Request for Approval

1.	On the Site window, select the Work Management view, Work Requests tab.

2.	Double-click the work request that you want to have approved. The Work Request window appears.

3.	Click the Work Request menu and then select Send for approval. The Send for Approval dialog appears.

4.	If a default route has been selected for maintenance documents, it is displayed in the Approval route box. You can click the browse icon () to locate another route.

5.	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.

6.	Select whether or not email notification is required:

Setting Name

Description

Notification

Select whether or not the approval request’s originator should be notified by email when the approval route is completed. Depending on the site’s settings, the originator might be either the originator of the document being sent for approval (for example, the planner listed on the work order) or the employee who is sending the approval request. The name of the person considered to be the originator is shown in this section. To have APM automatically send an email to the originator once all approvers have reviewed the request, select Yes, send an email when the approval process is complete.

7.	Click Send for Approval. The approval request is sent to the first approver on the route selected, and the document’s status is changed to “Waiting for approval”.