To approve an estimate, follow the steps below:
1. From the Dashboard, click on the 'Approval Needed' tile.
2. Once on the 'Estimate Approval Needed' grid page, you will see the last 90 days of outstanding estimates. Click on the 'Review' button on a row to review that estimate.
3. On the Estimate, you will see details associated with the item like manufacturer, model, and serial number. Additionally, there are three tabs to find more information: Recommended, Details, and Photos. Click on each tab to review more information.
Tip: You can also click on the Serial number, to open the asset detail page; or click on the Order number to view the order.
4. Notice at the top of the screen is a small notification banner with the return shipping estimate. In this example, it's saying that if this estimate is approved in the next 2 hours and 52 minutes, the item is expected to be shipped back to your facility on March 15th.
5. On the right side of the screen is the service estimate, as well as consolidated actions you can take in the 'Actions' button.
6. When you are ready to make a decision on the estimate, click 'Approve/Decline'. This will open an 'Approve Estimate' window. Click the check box to indicate you are authorized to make the decision for this facility. Add a comment, if you desire (optional). Click the 'Approve' button (or the 'Decline' button).
7. The application will immediately log your decision and notify the repair lab. You are all done!