Configure validation rules for maintenance requests

As a manager, you may want to set up an internal validation system for maintenance intervention requests on equipment, in order to avoid unnecessary and/or unprofitable interventions. This article explains how to proceed.

Note: Each action that can be performed on the application is subject to user permissions. If you cannot perform the actions recommended in the articles you consult, it may mean that the necessary rights are not activated for your user profile. Contact the Support team, or your administrator, for more information.

Start from: the Easilys menu.

• Select your username or avatar from the left-hand menu, then Site parameters.
• Select Workflows.
• Select + Add a rule.

The window “Add a rule to this workflow” appears:

• Select the Equipment feature.
• Select the user profile that will be responsible for validation.

Note: By selecting a validator profile, you are telling the application which users will be notified of intervention requests. To ensure that only these users can validate intervention requests, you must configure profiles in the administration area so that only the chosen profiles have the permission “Validate intervention requests (validation workflow)” (See article Manage Easilys user account profiles)

Notification system settings

• If you tick “Notify users associated with the validator profile by email”, all users with the validator profile will receive an email each time a non-validator user requests the creation of an intervention on equipment.
• If you also want to notify one or more specific email addresses, enter them in the “Other emails to be notified” field and tick the box “Notify users associated with the validator profile by email”.
• If you only want to notify one or more specific email addresses, enter them in the “Other emails to notify” field and leave the validator notification box unticked. Tip: Separate each email address with a semicolon.
• If you are working across multiple sites and want the rule to apply only to certain site groups, add the desired “Sites” tag(s).
• If all sites are concerned with validation by a manager, then no tag is required. All child sites of the site where you created the rule will be impacted by it.
• Select Create.

Originally published at https://help.mapal-os.com/easilys/profile-easilys/site-parameters/configure-validation-rules-for-maintenance-requests/