Submit current working year for approval
The Approval Screen allows users to manage the approval process for the annual maintenance plan and budget.
It ensures that changes are reviewed and confirmed before becoming final.
How it works
Throughout the year, the budget for the current period remains open and editable.
During this time, users can:
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Create new maintenance tasks
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Adjust existing tasks
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Update costs, frequencies, and other settings
Once the maintenance plan and budget are finalised, they can be submitted for approval.
Submitting for approval
Submitting the budget will lock the maintenance plan, preventing any further edits.
This ensures the version submitted for approval remains consistent during review.
Approval status
After submission, the budget can be:
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Approved – the plan is confirmed and becomes the official budget for that year.
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Rejected – the plan is unlocked, allowing users to make adjustments and resubmit.
Unsubmitting a budget
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Before the budget is approved or rejected, the user can unsubmit it at any time.
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Unsubmitting will unlock the maintenance plan, allowing further changes.
Key points
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Only one budget can be open for editing at a time.
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Once submitted, no changes can be made until the review process is complete.
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The approval workflow helps maintain accountability and ensures all updates are properly reviewed before being finalised.