Work Package Approval Process

There are two stages to the Work Package Approval Process. There is the draft approval, and then the final approval.

Draft Approval

When work packages have been registered and the details have been checked, you can have the work package draft approved. In order to draft approve a work package, there must be some template instances assigned to the work package.

Final Approval

When the work package is ready to be finally approved, you must have a contract assigned to the work package, and there must be a purchase order raised for the work under the work package to be carried out. Once all details are finalised, and the purchase order number has been entered, you can give final approval to a work package. When a work package is approved, Pinnacle will generate all work orders for templates assigned to the work package, and will assign the contract and the purchase order number to all the generated work orders.

To draft approve a work package:

1. Open the Work Package window.

2. Find the Registered work package that you wish to draft approve.

3. Choose Draft Approve from the File menu

   OR

   Choose Draft Approve from the popup menu.

4. Confirm that you want to draft approve the work package.

   The status of the work package will change to Draft Approved.

To approve a work package:

1. Open the Work Package window.

2. Find the Draft Approved work package that you wish to final approve.

3. Choose Approve from the File menu

4. OR

5. Choose Approve from the popup menu.

6. Confirm that you want to