Approving Proposals from the List View
- Lamont Eddins
- Anastasia Medovkina
You can view and accept a proposal from the work order list view without having to do so from the /wiki/spaces/UJNK/pages/560103501 list view. This supports the ability to review and approve proposals at a quicker rate. Configuring multi-level proposals is not required in order for the correct users to approve proposals from the list view but can work in conjunction.. 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.
Providers may offer a range of proposals for the same work order to better fit your needs and budget. When you have 2 or more proposals related to the same work order, you can act on all of them at once. You can decide to approve, reject, put on hold, open, or take no action on the desired proposals.
See Taking Action on Proposals Related to one Work Order for more information.
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.
