Work Requests can be scheduled during the approval process so that the resulting Work Order already includes the necessary scheduling information. This behavior is controlled by a setting that only admin users can change. The setting does not restrict whether Work Requests can be approved; instead, it determines whether approvers are allowed to enter scheduling details that will transfer directly into the resulting Work Order.

How the setting affects workflow
•     When enabled, approvers can add scheduling information (such as planned start dates or assigned resources) while reviewing the Work Request.
•     When disabled, Work Requests can still be approved normally, but scheduling must be added later within the Work Order itself.
•     Admin control ensures consistency in how scheduling data enters the system and prevents unintended changes by non‑administrative users.

 

In order to turn on the "Approve and Plan Work Requests" setting use the following steps:

1. Select Administration.
2. Select Settings.
3. Select Work.
4. Select the Work Flow tab.
5. Change "Approve & Plan WRs?" to Yes.
6. Select Save.