Concepts

Tasks

Settings

Sending a Work Document Change Request for Approval

APM supports the approval process for work document change requests. The approval process is typically used to vet requests before they are sent to AWEIS.

A work order or work request change request can be sent for approval when:

•	The site’s approval settings specify that work document change requests must be approved, there is an approval route that includes them, and an employee has been set up to approve them and added to the route’s approvers

For information about setting up the approval process, see Document Approvals.

•	The work document change request type specifies that requests require approval

For related information, see Setting up Work Document Change Request Types.

This topic explains how to send a new or existing work document change request for approval.

To Send a New Change Request for Approval

1.	Create a change request, as explained in Creating a Work Document Change Request.

2.	At the bottom of the New Properties Change Request dialog, select Send for approval with route and choose the approval route. For example:

When the request is saved, it then becomes available to the first approver on the route.

To Send an Existing Work Document Change Request for Approval

1.	Open the Work Order Change Request or Work Request Change Request window.

2.	Click the Change Request menu and then Send for Approval. The Send for Approval dialog appears. For example:

3.	If a default route has been selected for change requests, it is displayed. You can select a route or change the default route.

4.	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.

5.	Select whether or not to send a notification email to the request 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 in their employee properties.

6.	Click Send for Approval to send the request to the first approver on the route. The change request’s approval status changes to “Waiting for approval”.

Tip: To see the status of the approval request, open the Change Request window, select the History view and then the Approvals tab.