Taking Action on Proposals Related to one Work Order

Owned by Anastasia Medovkina
Last updated: Jan 08, 2024
3 min read

Different aspects of a work order may require separate proposals due to varying scope or specialized services needed. When you have 2 or more proposals related to the same work order, you can act on all of them on one screen.  

You can approve, reject, put on hold, open, assign, reassign, and take no action on the proposals. 

Contact your ServiceChannel manager to enable this feature. 


⦿ How to Take Action on Proposals Related to One Work Order
  1. Open the Proposals module.  
  2. Select one of the options to take action on related proposals from the Proposal List page: 
    • Click More. 
    • Click on the action button next to the ServiceChannel Decision Engine.

      Screenshot showing the More and Approve buttons
  3. Once you have clicked More, select one of the actions from the dropdown list: 

    • Open

      You can reopen a proposal if it has been rejected or put on hold. 

    • On Hold
    • Approve

    • Reject

    • Assign

    • Reassign

      In the Review Related Proposals window, you will see the list of all proposals related to one work order. 

      Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative. 



      Screenshot showing the proposals

  4. In the Action column, select the necessary action next to each proposal on the list:

    Screenshot showing the actions column
     
    • Assign
    • Reassign
    • Open
    • Put on Hold
    • No Action

    • Approve

      Note that you can approve only one proposal out of all. 

    • Reject

  5. Click Continue. 

    As soon as you have selected actions for each proposal, you will see theActionwindow for each action taken. In the top right corner of the window, you will see the number of actions you are on.
    In the screenshot below, the first action is Reassign, and it is indicated as Action 1 Of 3.

    Screenshot showing the number of actions

    While taking an action, you can view the proposal you are currently viewing by clicking on the Proposal Number in the upper-left corner of the modal.


    If you have selected the No Action option for a proposal, the Action window will not appear for this proposal. 

    The Action windows will be shown in the following order: 

    • Assign 
    • Reassign 
    • Reject 
    • Open 
    • On Hold 
    • Approve 
  6. Complete the actions from the Action windows.

    Y

    You can skip the action and go to the next one by clicking the Cancel button. 


    After you have completed the last action, t    he     Result Action window appears, showing:


    • Proposals numbers and the actions taken on them. 
    • The work order number, purchase order number, and tracking number of the work order the proposal relates to. 
    • The provider to whom the notification has been sent. 
    • The link to edit the work order to which the proposal relates. 
    • The ServiceChannel Support link. 

      Screenshot showing the action result window


In this Article

Related Articles