To authorise a repair order

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The procedure to authorise a repair order is as follows:

  1. Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
  4. Double-click on the row containing the specific repair request against which a works order is to be authorised. The Repair Request window is displayed.
  5. Click on Orders. The Orders tab is activated and all raised orders are displayed in the List of Work Orders summary table.
  6. Double-click on the row containing the specific works order to be authorised. The Works Order window is displayed, revealing the details of the order.
  7. Click on Authorise 3. The order status is updated to Issued.


Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Authorisation permission is only granted to users with repair limit values exceeding those of the original order; any attempt to authorise an order value outside of those limits will be rejected, supported by guidance notes on alternative system users with sufficient authorisation levels to process the action.


See related topics...

Repairs order management overview

To create a repair order

To cancel a repair order

To update the repair order status

To set repair authorisation limits for a user account

To define the user profile

Using the search facility