You can view and accept a proposal from the work order list view without having to do so from the proposal list view. This supports the ability to review and approve proposals at a quicker rate. Configuring multi-level proposals is required in order for the correct users to approve proposals from the list view. When approving a proposal at your level, it is either the final approver or gets elevated to the next level. If you are not the final approver, after reviewing and approving a proposal, it will indicate the proposal was approved but reviewed. Once a proposal has gone through MLP for final approval, it is indicated on the work order in the list view. When you approve a proposal at your level, the button becomes disable. A level cannot approve a proposal unless the previous level has approved the proposal.
Approving Proposals from the List View
- On the details of a work order in the work order list view, click the proposal link above the word proposal to access the Approve link and link to the proposal.
- Optional: You can view the proposal by clicking on the link that has thee proposal number.
- Optional: You can view the proposal by clicking on the link that has thee proposal number.
- After reviewing the proposal, click the approve link to approve the proposal.
- Depending on the level, you will either see REVIEWED or APPROVED next to the proposal link. The word Approve turns from blue to green.
Approving a proposal from the list view will show up in the proposal history.