Submit and approve
Submit a draft work order for approval before starting work.
Submitting
Submit from the work order's action bar. The order moves to Pending and appears in the approval queue.
An order needs at least one step before it can be submitted.
Missing dates, an unassigned owner, or a material shortage do not block submission. The approver should review these before approving.
Approving
Approvers work from the Approve screen, which lists everything waiting. Each row expands to show what the build is, what it consumes and what it will cost.
Approving moves the order to Approved. It can then be started.
Rejecting
Rejecting requires a reason. The button stays disabled until you have typed one.
The order moves to Rejected. The requester can see the reason.
Rejecting is final — the order cannot be fixed and resubmitted
A rejected order cannot be edited, resubmitted, cancelled or closed.
To proceed after a rejection, raise a new work order. The rejected one remains as the record of the decision.
What approval does not do
Approval is permission to build. It does not:
- Reserve material — that already happened when the order was created.
- Issue anything — material leaves stock on the pick step, not at approval.
- Lock the order — an approved order can still be cancelled.
Starting
Once approved, Start moves the order to In progress and opens its steps for work.
You can now work through steps, issue material and receive finished units. See Steps.