How do I Customize Approval in Work Orders App?

Updated on January 12, 2018 06:04PM by Admin

Apptivo Work Orders app allows you to customize  approvals and also set a default work order approver. This is done by customizing the work orders. 

Steps to Customize Work Order Approval

  1. Log in and access Work orders app from your universal navigation menu bar.
  2. Click on "More(...)" icon and select "Settings" located in the app header bar.
    work orders settings
  3. Select "Approval" under "Work Orders" drop down from the left navigation panel.
    approval under work orders
  4. The Approval page will be displayed as shown. Slide the Toggle ON for the "Enable Work Order Approval".
    toggle on approval
  5. You have an option to set default work order approver:
    • Employee Manager.
    • Customer Contact.
  6. Select any of the above options to set your default work order approver.
  7. The changes made will be auto-saved.

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