Authorisation Jobs

The Portal also provides authorisers with ability to view and to authorise/refuse jobs. Viewing and authorising jobs on the Portal as an authoriser is a slightly different process and requires the use of the "Jobs" tab (this is explained in more... Read More

Sometimes a job that is in "Authorisation" needs more information added or if information was required beforehand, it may now no longer needed. These actions can be performed by the “Further Information Required” and “No Further Information... Read More

In some cases, the authoriser may not agree with value of the fixed cost set on a Reactive Work Order as it may be too expensive. If so, they have the ability to request that the fixed cost be reviewed and sent through again. This is done using the ... Read More

If a job is required and the everything is in order, then the authoriser will want to authorise the job so it can be carried out by the Resource. This can be done using the "Authorise" button.     1. On the Job Detail screen, select the "Authorise... Read More

Sometimes, additional information may be available that would be useful for the Contractor or other Users to know. This can be done using the "Add Notes" action. See the Add Notes on a Job page for more details. Read More

Sometimes an authoriser may not agree with the value applied to a job so, once it appears in their list, they may wish to refuse it. If so, this can be done using the "Refuse" button.     1. On the Job Detail screen, select the "Refuse" button to... Read More

Before authorising or refusing a quote for a job, an authoriser might want to take a look at the details of a quote in more detail. This can be done using the "View Quote Details" button.     1. On the Job Detail screen, select the "View Quote... Read More

Sometimes there may be a reason that a job cannot be authorised at this point in time until certain conditions have been met but the authoriser does not want to refuse it. This can be done using the “Place On Hold” button. By putting a job "On... Read More

Some jobs may information upload to them via a document. This could be documents on the Building, the quote selected or even the job itself and it may be a requirement to view these documents. This can be done using the "View Documents" button.   �... Read More