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
- Login and access the Work Orders app from the universal menu.
- Click on the More(...) icon and select the Settings.
- In the Settings page, click on the Work Orders and select the Approver.
- You can view the Toggle to Enable the Work Order Approval. Slide the Toggle ON.
- By selecting the Employee Manager as the Default Work Order Approver, your created work order will go to the employee Manager for Approval as default.
- You can view the Approver at the time of creating the work Order.
- By selecting the Customer Contact as the Default Work Order Approver, your created work order will go the customer contact for Approval as default.
- Select any of the above options to set your default work order approver.
- The changes made will be auto-saved.
- Here, you can view the Approved field is changes as per the customer selected.
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