The conditional budget approval feature through the dispatcher allows the configuration of dynamic rules for assigning approvers, based on specific conditions such as location, specialty, and the amount of the work order. These rules enable the system to automatically assign one or more responsible approvers, who will receive notifications and must individually validate the approval.
The workflow does not allow tasks of the order to be executed until all approvers have given their approval. This helps improve financial control, facilitates traceability, and offers a flexible way to manage budgets, adapting to the organization's structure.
Process Configuration:
To use this feature, the user must configure the process by following these steps:
Configure a rule in the Dispatcher:
For the corresponding creation of the dispatcher, select the following options for each field:
- Module - Tasks
- Submodule - Budgets
- Event - New Budget
- Description - Identification of the dispatcher
Define the operational conditions as needed, for example:
- Location: Set the condition related to the work location.
- Type or specialty of the work: Define the specialty associated with the work order.
- Budget amount: Set the ranges or specific values that will determine the approval limits.
Assign approvers:
- In the actions section, select one or more users to be assigned as approvers.
Make sure to validate and save the information to complete the dispatcher configuration.
Approval flow
Once the rule is configured, the system will activate the approval flow when a WO is created that meets the predefined conditions.
An email notification will be sent to each approver.
The defined approvers will receive a notification and must access the Budget module to complete the validation.
Upon accessing the module, you will be able to see the following:
- All relevant information about the Work Order, details of the associated asset, and cost center.
- The list of approvers.
- The status of each (Pending / Approved).
- Notes left by the approvers
By pressing the “Approve” button, the following panel will appear:
Each approver must individually confirm their approval. The work order will only be enabled for execution once all approvers have given their approval.
To complete the budget action, all approvers must have completed this same process, and only then will the view show the status as APPROVED.