Download MaintenanceDirect User Manual Requester Guidelines

B. Approval-based Routing: If you would like for a principal or a site
administrator to approve each work order before it is routed to the maintenance
department, you would choose this method of routing. Your principal/site
administrators will need to be in the system as a Site Administrator. You must make
sure they have their location defined in their user account. To send all of your work
orders to the principal, then to the maintenance department, you will just need two
routes in your system for each location.
In the following example, Alfred Dude is the principal of Sloan High School and
Howard Dude (distant cousin) is the head of the maintenance Department:
•
In the Location drop-down box, you would choose “Sloan High School”.
•
For Craft and Purpose, you would select “On Any” from the drop-down
boxes provided.
•
In the “When Approved By Route/Assign to” section, you would select “No
One” from the top drop-down box and “Alfred Dude” from the bottom
drop-down box. See below:
•
Click Add New to save this part of the routing process.
•
Next, in the Location drop-down, you would again choose “Sloan High
School”.
•
For Craft and Purpose, you would select “On Any” from both drop-down
boxes.
•
In the “When Approved By Route/Assign to” section, you would select
“Alfred Dude” to go in the top box and then “Howard Dude” for the
bottom box. See below:
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