Assignment Approval

This section discusses the approval of labor resource assignments.

Description

Information Type	Description
Event Description	Work Order assignment workflow options are configured on the Maintenance Management Options page. If workflow is enabled in the Options page for Work Order labor assignments, it is only triggered if the resource is assigned to a work order task that is outside of the resource's shop.
Action Description	If the assignment approval option is turned on at the work order business unit option level, assignment workflow is initiated when a technician is assigned to a work order in a shop different than the technician's shop. In this case, the assignment is set to pending approval and sent to the resource's supervisor's worklist for approval. The supervisor can navigate to the Assignment Approval page by clicking the link in the worklist. The supervisor can then navigate from this Assignment Approval page to the work order associated with the assignment by clicking the work order or the work order task link. The Assignment Approval page for work order assignment displays the work order business unit, shop, resource's craft, shop manager's name, work order ID, work order task, resource type, and resource line number. The supervisor can approve or reject the assignment in this page. If the supervisor approves the assignment, the assignment status is set to Assigned. If the supervisor rejects the assignment, the status is set to Rejected. Both the resource's supervisor and the resource may be sent an email based on the notification method specified on the Maintenance Management Options page. Important: The supervisor must exist as an employee in the system by using the Update Employee Data - Employee Job page.
Notification Method	Worklist or email. Note: A work list or email notification is not sent to the user who changes the assignment. For example, a work list item is not sent to the resource supervisor to approve a new assignment if the resource supervisor is the person who originally submitted the assignment.

Information Type

Description

Event Description

Work Order assignment workflow options are configured on the Maintenance Management Options page. If workflow is enabled in the Options page for Work Order labor assignments, it is only triggered if the resource is assigned to a work order task that is outside of the resource's shop.

Action Description

If the assignment approval option is turned on at the work order business unit option level, assignment workflow is initiated when a technician is assigned to a work order in a shop different than the technician's shop. In this case, the assignment is set to pending approval and sent to the resource's supervisor's worklist for approval. The supervisor can navigate to the Assignment Approval page by clicking the link in the worklist. The supervisor can then navigate from this Assignment Approval page to the work order associated with the assignment by clicking the work order or the work order task link. The Assignment Approval page for work order assignment displays the work order business unit, shop, resource's craft, shop manager's name, work order ID, work order task, resource type, and resource line number. The supervisor can approve or reject the assignment in this page. If the supervisor approves the assignment, the assignment status is set to Assigned. If the supervisor rejects the assignment, the status is set to Rejected. Both the resource's supervisor and the resource may be sent an email based on the notification method specified on the Maintenance Management Options page.

Important: The supervisor must exist as an employee in the system by using the Update Employee Data - Employee Job page.

Notification Method

Worklist or email.

Note: A work list or email notification is not sent to the user who changes the assignment. For example, a work list item is not sent to the resource supervisor to approve a new assignment if the resource supervisor is the person who originally submitted the assignment.

Workflow Objects

Information Type	Description
Business Process	Assignment Approval (RS_ASSIGN_APPROVAL).
Activity	Assignment Approval (WM_ASSIGN_APPROVAL).