Order workflow is a multi-step ordering solution for facilities that want to introduce oversight into their ordering process. With order workflow, you can have users that assemble an order with all items and quantities, but when their orders are submitted they will go into a Pending Approval status. From there, another user with Order Approval privileges will see a notification of orders pending approval and a Pending Approval option in the left navigation. These Order Approvers can view the order details, make changes if needed, and approve and submit the order. Once that approval is done, the orders will be finalized and activated in AMSHub and sent to the vendor(s) if your facility has online ordering. Order Approvers can also edit an order and save it as a pending order to be sent at a later time.
When an Order Creator generates a new order for approval, all users at the facility that have Order Approver privileges will be notified via email of a new pending order, to help ensure these are actioned in a timely manner.
Implementing Order Workflow
Configuring who can create orders and who can approve orders is done in the Settings > AMSHub users area. For all roles that have order privileges: Facility Admin, Tech Admin, Tech+, their profile will include that role selection plus the Order Creator role (selecting one of these roles will automatically also select Order Creator). Order Creator must be checked for any user to be able to create AND submit orders. So if you have a Tech+ user, for example, and you want to change them from being able to submit orders to just being able to create them and put them into Pending Approval status, go to Settings > AMSHub users, edit that user, deselect the Order Approver option and Update. Once they log out and back in, they will no longer be able to submit orders and another user with Order Approval role will have to Approve their order for it to be completed.
If you deselect Order Approver for any users, you must have at least one user with Order Approver selected in order to complete orders and submit them.