Project change order approval workflow

You can control project change orders with an approval workflow.

Steps - Workflow setup

1. Choose the icon, enter Workflows, and then choose the related link.

2. In the Workflows list, select New and then New again from the menu to start a new workflow.

3. Complete the following fields (this is an example, modify to match your business process):

   Note

   This workflow can also be installed from a workflow template.

   When Event	On Condition	Then Response
   Approval of a ProjectChange Order is requested.	Approval Status: Open	Add record restriction.
   		Set document status to Pending Approval.
   		Create an approval request for the record using approver type Approver and approver limit type Direct Approver.
   		Send approval request for the record and create a notification.
   An approval request is approved.	Pending approvals: 0	Remove record restriction.
   		Release the document.
   An approval request is approved.	Pending Approvals: > 0	Send approval request for the record and create notification.
   An approval request is rejected.	Always	Reject the approval request for the record and create a notification.
   		Reopen the document.
   Approval of a ProjectChange Order is canceled.	Approval Status: Pending Approval	Cancel the approval request for the record and create a notification.
   		Remove the record restriction.
   		Reopen the document.
   		Show message "The approval request for the record has been cancelled."
   An approval request is delegated.	Always	Send approval request for the record and create a notification.

Steps - Processing an approval

The following activity is based on the workflow described in Workflow setup.

1. From the Project Change Order page, click Request Approval and then Send Approval Request from the drop-down menu.

2. Accept the confirmation: "An approval request has been sent."

   Note

   The status of the project change order changes from "Open" to "Pending Approval".

3. From the Related > Change Order > Approvals menu, open Approval Entries to monitor the status of the approval request, or select Delegate to delegate the request.

4. The approver for this workflow sees an additional Approve option in the project change order.

5. Click Approve and select one of the following:

   • Approve: the status of the ProjectChange Order changes to Released. This also makes the Process action visible, from which the Create Project Task wizard can be started.

   • Reject: the status of the project change order changes to Open.

   • Delegate: the status of the project change order remains Pending Approval.