If users have entered various approval/refusal methods inconsistently, they can be standardized through a few simple steps. When opening the approval/refusal methods setup area, answer Yes to extract newly entered approval/refusal methods if this option has been enabled (see module option “Prompt to extract newly entered Approval/Refusal Methods” under Setup Module Options). Then browse through the list and correct any variances by editing each incorrect record and typing in what the approval/refusal method should have been, even if it is already in the list. Make sure that the Update existing Repair Order records box is checked before saving. All repair order records will automatically be updated with the correct approval/refusal method so that your data is consistent.
See Approving a Repair Estimate, and Refusing a Repair Estimate for information on approving or refusing individual repair orders. See Batch Approvals and Refusals of Repair Estimates for information on approving or refusing batches of repair orders.
See Repair Estimate Form Options for information on configuring the approval/refusal options on the Repair Estimate form tear-off stub for a hand-written approval/refusal authorization.
See Attaching an Electronic Signature for information on recording an electronic signature approval/refusal authorization.