Versions Compared

Version Old Version 13 New Version Current
Changes made by

Natalia Larina (Unlicensed)

Anastasia Simonovich

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can activateproposal approval reasons that Facility Managers should pick while approving proposals via Service Automation and SC Mobile. Approval reasons providefeedback onwhatmakessubmittedproposals stand out and be approved right away.

Note

Make sure you have the corresponding feature enabled. Contact your Customer Success manager if you cannot find the proposal approval reason settings.

Considering the Benefits of Using Approval Reasons

Benefits of approving a proposal with the approval reason specifiedImage Added

Your colleagues will stay in the loop about key criteria for approving proposals. For example, it might be the lowest price or the best fit for the job and the scope.  

Suppose that several people review a proposal. When a manager approves a proposal and leaves a reason, the next person will have more insight into why the proposal was approved.  

As a result, you spend less time processing proposals and bring more proposal-related data to your Proposal Analytics.

Adding Proposal Approval Reasons


Section


Column
width60%

Examples of approval reasons for trades and categories combinationsImage Added


Column
width30%

The Proposal Approval Reasons configuration mandates

facility managers

Facility Managers to select a reason for proposal approval for certain trades and/or categories.

The list of possible reasons is configured in the Proposal Approval Reasons section of Service Automation Adminbased on your business needs. You can create a list of reasons that will be universal for all proposals as well as add reasons that will be specific for proposals of certain trades and/or categories.



Note

Only users with the Admin User and Super Admin roles can access the Proposal Approval Reasons section.


Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Access Proposal Approval Reasons

  1. On the top-left of the page, click the menu icon,

    and select Admin > 

    select Admin, and then under Proposals select Proposal Approval Reasons. The list of reasons for proposal approval appears.

Image Removed

Page for configuring proposal approval reasonsImage Added


Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Add a Reason for Proposal Approval

  1. Click Create New Reason. The Create New Reason overlay appears. 

  2. Select the desired categories and trades. Should you need to create a reason applicable to all proposals, select All Categories and All Trades. 

  3. Enter a reason for proposal approval.

    Create a reason for proposal approvalImage Removed

    Overlay for creating a new reasonImage Added

  4. Click Create. The reason for proposal approval appears in the list of reasons. 

The approval reasons are now available in Service Automation and SC Mobile app when Facility Managers approve a proposal. 

Section


Column
width60%


Selecting an approval reason in Service Automation when approving a proposalImage Added



Column
width30%

Selecting an approval reason in SC Mobile when approving a proposalImage Added


Once the reason is saved for a proposal, you can quickly find it in the proposal list view. 

Proposal approval reason displayed in the proposal list viewImage Added

Read more about approving proposals in Service Automation Taking Action on Proposals from the List View or About Proposal List View. 

See how mobile users can approve proposals via SC Mobile inViewing and Taking Action on Proposals in SC Mobile.

Editing and Removing Proposal Approval Reasons 

Note

Should you need to update or delete an existing reason for proposal approval, this will not affect the previously used reason. 


Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Edit a Reason for Proposal Approval

  1. Click the reason name. The Update Reason overlay appears.

  2. Edit the required fields, and then click Save. The reason is updated.


Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Remove a Reason for Proposal Approval

At any time, you may remove Reasons reasons for Proposal Approvalproposal approval.

  1. Select reasons that you wish to delete by clicking the empty checkboxes.

  2. Click Delete Reason(s). The selected reasons for proposal approval are removed from Service Automation.

note

Should you need to update or delete a reason for proposal approval, this will not affect the previously used reason.


Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch Our Knowledge Base
typepage
labelsfm

Panel
titleColorwhite
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Image RemovedImage Added
Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "serviceautomationadminproposal" , "proposalmlp" ) and space = currentSpace ( )