Overview
The request approval instruction requires a user to receive approval for their work before being able to continue or complete a task.
This article covers how the request approval instruction works.
Table of Contents
Implementing the Request Approval Feature
The "Request Approval" instruction can be added when you are building your PMs.
Once the instruction has been added into the PM, you can select which user will be asked to approve the user's work.
A window will appear which will let you select your user, or the technician can be given the option to select who they submit approval to.
Until the technician receives approval for their work, they will be unable to continue with the remainder of the task.
Reassigning a Task
Once a task is approved or disapproved, you can change who is assigned to finish the rest of the task, or keep the task assigned to the original owner.
Reassigning the task is useful if you want to have multiple people working on different stages of a task. You can control these settings below the "Request Approval" box.
Once the approval is signed, the task will be able to be completed like normal.
How the Request Approval Feature Works
When a technician sends a request for approval, they will be prompted to log time before they submit the request. This will ensure that Limble's reports will be accurate and technicians can receive credit for the work they have completed.
Once the request is submitted, the user who has been asked to approve the work will receive a notification via email, or they can see an approval request has been assigned to them on their Limble account.
From the task, the user will review then approve or deny the work.
(Note: the approving user's signature can be reset prior to submitting their decision, but after the approval or denial is made it cannot be changed.)
If the task is disapproved, the assigned user will enter a reason why it was disapproved.
The comments section of the task will also track additional information, including any time logged, if the task assignment has changed, and who approved work.
The technician will receive a notification that their work has been disapproved.
After the technician redoes their work, then it can be resubmitted. From there, the approver can review the work again.
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