How to Approve or Deny a Labor Resource Request - Labor Approver (Desktop)
💥Requests is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
Labor Approvers get final say on all labor resource requests as the coordinators of all labor resource moves for your jobsites. These individuals must stay informed of all site needs to efficiently coordinate the sharing of resources across all teams.
When a labor resource request status is updated to "Pending Labor Resource Approval", the Labor Approver will receive a notification to take action. This takes place after a labor resource request has been "Field Approved" or in the event of a scheduling conflict.
When you receive a notification that a labor resource request needs approval, take action to address the request.
NOTE: A request in the "Pending Labor Resource Approval" status will expire depending on the expiration selection made during the setup of the Requests feature. See How to Set Up Resource Management for additional information.
Permission Requirements: Users with the "Labor Approval" permission have the ability to approve asset requests.
- 1
- Click "Resource Management" on the left-hand navigation menu.
- 2
- Click on the "Requests" tile.
- 3
- Click on "Labor Resources" on the top right side of the screen.
- 4
- On the Requests page, find the request you wish to take action on.
The request can also be accessed by clicking the hyperlink in the notification you received.
Actions to approve or deny a request can vary based on the type of request or if there is a conflict with a request.
Approve/Deny a Labor Resource Request
- 1
- Click on the eye icon next to the specific request to view the Request Approval page.
The request can also be accessed by clicking the hyperlink in the notification you received.
- 2
- Review the Request Approval to determine whether to approve or deny the request.
The Request Approval page will display details on the laborer or crew as well as the laborer/crew schedule.
- 3
- Deny or approve the request.
- 3a
- Click "Deny Request" to deny and then click "Yes" on the pop-up message to confirm.
NOTE: A request can also be denied without viewing the Request Approval page by clicking on the "X" icon on the right side of the request line on the Received Asset Requests page.
- 3b
- Click "Approve Requests" to approve the request.
Resolve Request Conflicts
A conflict with a request is indicated by the caution icon in the request line on the Received Labor Resource Requests page.
- 1
- Click on the caution icon to review the conflict.
- 2
- Using the checkbox to the left of the request line, select the request you would like to approve.
- 3
- Click "Approve Requests" on the bottom right.
