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Admin settings - Setting up approval rules

What rules do, where they live, and how to build one.

One condition (cost, asset, or team) and one outcome (require or skip approval). Statuses keep deciding whether approval applies; rules decide when that requirement reaches a specific work order.

Covered in the article:

  • Where the screen lives: Settings → Admin settings → Work orders → Approval rules, below Statuses. Shop Ops only

  • Creating a rule as a sentence: If [condition] · Then the work order will [outcome] · Save this rule as [active / inactive], with the name below

  • Cost conditions: work order total is more than, or is under, an amount — both strict, so exactly the amount matches neither

  • Asset conditions target individually selected assets, never an asset type; team conditions can select a parent and its sub-teams

  • Active and inactive rules, editing, duplicating, and the consequence-aware delete

  • Admin-only management; approvers are unchanged

The Approval rules screen under Settings › Work orders

Timing: a rule applies to work orders that enter an approval status after it is saved. Work orders already awaiting approval are not affected.

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