Approval Workflow

Some work orders require formal approval — either before work begins or after it’s completed. The Approval work order type enables a structured sign-off process.

How approvals work

An approval-type work order involves three roles:

Role	Responsibility
Creator	Creates the work order and initiates the approval process
Executor	Performs the actual work
Approver	Reviews and signs off on the work (can be a workspace user or external person)

Approval process

1. Create a work order with type Approval
2. Assign an Executor (who performs the work)
3. Designate an Approver (who signs off)
4. Optionally attach Approval Documents — either generated automatically or uploaded manually
5. The executor performs the work and marks it complete
6. The approver reviews and marks it as Approved or Not Approved

Both the executor and the approver can sign off digitally. The signatures become part of the approval document, recording who performed the work and who signed off on it.

Approval documents

Approval documents serve as the formal record of what was approved. They can be:

• Auto-generated — WAKU Care creates a document summarizing the work order, tasks, and results
• Custom uploaded — You upload your own document (e.g., a signed PDF, a compliance certificate)

External approvers

The approver doesn’t need to be a WAKU Care user. You can designate an external person (e.g., a safety inspector, a customer representative) as the approver.

Note

The approval status is tracked in the work order’s history, providing an audit trail of who approved what and when.