Labor Resource Assignment Approval Workflow

Schedulers can assign technicians, who are associated with a shop (SHOP B), which is different from the shop (SHOP A) associated with the work order. However, the resource's supervisor must approve the assignment, if the assignment approval is turned on in the Work Order Options component. The technician's supervisor is identified in the technician's employee data file. You can set up email notifications on the Work Order Options page for both the supervisor and the resource, which are triggered based on a selected assignment status. The employee's supervisor (from SHOP B) can access the worklist from the Worklist link located on the top right-hand corner of the browser and approve or reject the assignment. The supervisor can click a link in the worklist to access the Assignment Approval page for a work order resource. If the supervisor approves the assignment of this technician, then the assignment status changes to assigned. If the supervisor rejects the assignment, then the assignment status changes to rejected. Once a technician from a different shop is assigned to a work order task, the cost and bill rates for the technician are based on the rates set up in the shop associated with the work order and not the shop to which the technician is associated.

Note:

If assignment approval is required, the cross shop assignment approval applies to the cross shop assignment of resources assigned to crews (crew members) on the Labor Assignment Workbench.

See documentation PeopleTools: PeopleSoft Workflow Technology.