Approve an Activity or Task

Use the Change Status dialog box to change the status of one or more activities to Approved (APPR). When you approve an activity or task, the system reserves the work plan items in Inventory and records cost and rate data. If rates change in Inventory, Labor, or Tools, the work plan reflects the rates in effect when the change was approved. Once you approve a change, you cannot delete it.

When you approve an activity, the tasks on the activity are also approved. If you change the status of an activity that has child work orders with their Inherit Status Changes? check box selected, the system also applies the status change to the children, if appropriate.

You can change the status of multiple activities and tasks at the same time on the List tab, or you can change the status of a displayed record.

To approve one or more activities/tasks:

  1. On the List tab, filter the list to display the records whose statuses you want to change.

  2. Select the Select Records check box at the bottom of the List tab. Note: You may need to narrow your result set before you can select records.

  3. To select a record, select the Select Record check box for the record. You can select more than one record.

If you want to select all of the records in the list, select the Select All Records check box in the table header.

  1. Click Change Status to open the Change Status dialog box.

  2. In the Status field, select APPR from the drop-down list.

  3. You can modify the date in the Status Date field, and you can use the Memo field to add a notation about the status change. The system copies this memo to the Memo field of the Status History window.

  4. To change the status, click OK.

To return to the record without changing the status, click Cancel.

To approve the current activity/task:

  1. Display the record you want to approve.

  2. From the Select Action menu, select Change Status.

  3. In the Change Status dialog box, in the Status field, select APPR from the drop-down list.

  4. You can modify the date in the Status Date field, and you can use the Memo field to add a notation about the status change. The system copies this memo to the Memo field of the Status History window.

  5. To change the status, click OK.

To return to the record without changing the status, click Cancel.