How do I set up a Work Order Approver?

The Work Order Approvals Workflow is coming soon and will be similar to the Invoice Approval Workflow.

Until then, if you want Hiring Managers to get approval before sending Work Orders to Vendors, you can set up your own company process outside of Liquid.

1. Hiring Manager creates Work Order and saves it as a draft.
2. While the draft Work Order is open, Hiring Manager copies the URL and sends it to your "Work Order Approver” via your own company communication methods — slack or email or other methods.
3. The "Work Order Approver” clicks URL and logs in.
4. The “Work Order Approver” looks thru all the details and then in the final step of review, presses Send to send the Work Order to the Vendor. (Going to the specific URL should pop up the modal for that specific draft Work Order so the "Work Order Approver" doesn't need to go find the Work Order on their own.)
5. Finally, the “Work Order Approver” would use your own company communication methods to let Hiring Manager know that the Work Order was "approved" and sent on to the Vendor, or that edits were made, etc.

If you would like to be notified when our Work Order Approvals workflow is in beta, please contact support via chat.