As a maintenance manager, you must validate or reject maintenance intervention requests created by other users, since a validation workflow has been set up for intervention requests. This article explains how to proceed.
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Start from: The Easilys menu.
You can become aware of a validation request in two ways:
- Email notification: Follow the link provided in the email.
- Directly in Easilys:
- Select Equipment items > Interventions.
- Use the filters if necessary to display interventions with the status TO VALIDATE (A VALIDER).
- Click on the intervention you wish to review.
- Take note of the intervention request
- Click on “Validate” or on “Refuse” depending on your choice. If you decide to refuse, you must justify your decision by indicating a reason.
- The intervention request then changes status. It is no longer modifiable.
Originally published at https://help.mapal-os.com/easilys/equipment/interventions/validate-or-refuse-maintenance-intervention-requests/
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Articles in this section
- Generate an intervention record
- Add and complete an intervention
- Add a quote to the intervention record
- View projected and actual intervention costs and add final billing
- Status options for an intervention sheet
- Reject or accept a quote submitted on a work order
- Configure notifications and the authorized validation limit for quote management
- Validate or refuse maintenance intervention requests
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