How does request approval work and who can approve
How does request approval work and who can approve. Requests of the types set in the approval settings (by default Erect and Modify) go through an approval chain, shown in the Approval card (for example "Paso 1 de 3").
The steps, written out
- Open the request in Requests.
- In Approval fill the fields for the current step (for the customer step, the approver's name; for the estimate step the Estimate, Pricing and Estimated labour hours).
- Press Approve “step”, or Reject with a Comment (required: "Give a reason for the rejection").
Tip
Who decides: the customer step (customer in the portal, or the office on their behalf) by Owner, Office Manager, Dispatcher or Sales; the estimate step by Owner, Office Manager or Sales; the final step by Owner or Office Manager. Others see "Your role cannot decide the step". When all steps are approved the request is ready to schedule and an Erect scaffold becomes Approved.