Orders that exceed a set budget value must be reviewed and approved before they can be sent to a contractor. This approval process helps ensure budgets are controlled and that the work has been assessed and authorised before it is released.
This article explains how to release a callout order and how to approve a quote order.
Release a callout order
Follow these steps to release a callout order that is awaiting approval.
From the Helpdesk area, click Release Callouts / Quotes.
Select the order that needs to be released.
Click Release.
Review the Budget Position period to date, then click Next.
Click Release to confirm.
Once the order is released, it becomes available to the contractor to attend within the requested time frame.
Approve a quote order
Quote orders must be approved by a user whose authorisation limit is higher than the value of the quote.
From the Helpdesk area, click Authorise Quotes & Extras.
Select the required order.
Click Approve.
Note 📌: If your authorisation limit is lower than the value of the quote, the system will not allow you to approve the order.