What is the “Approval Procedures” #

In addition to being a service organization tool, Servista is a facility management system. In Servista, there are several organizational processes where you can design them according to your operational needs.

In Servista you can involve your business partners or your own staff to make operations better controlled. 

We have three approval procedures that you can control. You can use different procedures for every different service supplier. So, in order to see the procedures management screen, first you will need to select one of your service suppliers from the drop-down menu.

Management of the work orders created by the supplier #

If you already allowed your supplier to create a work order, then you can decide how to manage them. (to manage their authorizations, you can use the Suppliers Authorizations setup page under Settings) You can manage the work orders created by a supplier in 4 ways;

1. Do not use an approval procedure – With this option, every work order created by the supplier will be created as an “Active Work” This means, the action must be immediately taken by the supplier.
2. Area manager AND executive approval – With this option, every work created by the supplier must be approved by the related Area Manager AND Executive Manager, in order. Without these approvals, the work order will not be taken into operation.
3. Area manager OR executive approval (with an option to executive approval request) – With this option, every work created by the supplier must be approved by the related Area Manager OR Executive Manager. One of them can approve the work orders created by the supplier. Additionally, area managers can ask for additional approval from the executive manager.
4. Area manager OR executive approval (without an option to executive approval request) – With this option, every work created by a supplier must be approved by the related Area Manager OR Executive Manager. One of them can approve the work orders created by the supplier. 

Approval process of offers submitted by suppliers #

With this process, you can decide how to handle the price offers sent by the service suppliers. You can manage the price offers in 4 ways;

1. Do not use an approval procedure – With this option, every price offer sent by the supplier will be approved automatically and this work order will become “Active Work”
2. Area manager AND executive approval – With this option, every offer sent by the supplier must be approved by the related Area Manager AND Executive Manager, in order. Without these approvals, the work order will not be taken into operation.
3. Area manager OR executive approval (with an option to executive approval request) – With this option, every offer sent by the supplier must be approved by the related Area Manager OR Executive Manager. One of them can approve the price offers sent by the supplier. Additionally, area managers can ask for additional approval from the executive manager.
4. Area manager OR executive approval (without an option to executive approval request) – With this option, every offer sent by the supplier must be approved by the related Area Manager OR Executive Manager. One of them can approve the price offers sent by the supplier.

Approval process of supplier progress payments #

With this process, you can decide how to handle the progress payments sent by the service suppliers. You can manage them in 4 ways;

1. Do not use an approval procedure – With this option, every progress payment sent by the supplier will be approved automatically and this work order will become “Approved”
2. Area manager AND executive approval – With this option, every progress payment sent by the supplier must be approved by the related Area Manager AND Executive Manager, in order. 
3. Area manager OR executive approval (with an option to executive approval request) – With this option, every progress payment sent by the supplier must be approved by the related Area Manager OR Executive Manager. One of them can approve the progress payment sent by the supplier. Additionally, area managers can ask for additional approval from the executive manager.
4. Area manager OR executive approval (without an option to executive approval request) – With this option, every progress payment sent by the supplier must be approved by the related Area Manager OR Executive Manager. One of them can approve the progress payment sent by the supplier.