What are 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. 

To learn more about approval procedures, you can see the related help page;  1.04 Approval procedures and working with them

Approval procedures for work orders #

Three types of work order statutes are subject to the procedures;

Work approval #

These are the work orders created by the service suppliers. If a service supplier is granted the right of creating a work order for his customer, the customer can choose an option to double check the work orders created by this supplier. In such cases, the work orders created by the supplier will be created as Work Approval status. This work must be reviewed by the customer in a chosen procedure. 

Offer approval #

These are the works sent by the service supplier as quotations. The customer should review and react to the quotation before proceeding. If the offer is approved, its status will be Active Work. If the quotation will be rejected, its status can be Canceled or Offer Requested. 

Progress payment #

These are the works sent by the service supplier as progress payments after completing work. After customer’s approval, these works’ statuses will become Approved. This means, it is ready to be invoiced.