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Internal Review for Work Orders
Internal Review for Work Orders

This article will guide customers through the process of the Internal Review for work orders.

Bhadz Bartolome avatar
Written by Bhadz Bartolome
Updated over a week ago

This feature allows customers to insert a critical decision-making step before dispatching service requests to external service providers, empowering facility managers and internal teams to exercise more control over repair workflows.

Key Benefits

  • Greater Control: Facilities teams can manage service provider assignment, deferrals, or cancellations before anything is dispatched.

  • Improved Budget Oversight: Ensure work aligns with financial constraints before proceeding.

  • Better Asset Decisions: Evaluate if repairs are justified before involving external resources.

  • Streamlined Communication: Internal review role holders receive direct notifications, keeping the process moving smoothly.

  • Customizable Rollout: Enable the feature per customer preference via General Settings.

How It Works

  1. Enable Internal Review:

    • Navigate to Configurations > General Settings to turn on the Internal Review feature.

    • Go to the Users module to assign the Internal Review role to appropriate users or job titles.

  2. Service Request Submission: A user submits a service request via Web or Mobile (Ecotrak and Ecotrak Tech platforms).

  3. Internal Review Status: The system creates the work order in a new status — Internal Review. No service provider is assigned at this stage.

  4. Notification Triggered: Users with the Internal Review role are notified that a work order is awaiting their attention.

  5. Review Actions Available: The reviewer can choose to:

    • Assign the work order to a configured service provider based on trade assignment.

    • Cancel the work order.

    • Defer the work order for later action.

  6. Final Dispatch: Once reviewed and assigned, the work order is sent externally to the designated service provider.

This feature is fully integrated with both Web and Mobile platforms and applies to all work order workflows​.

The Internal Review workflow is a game-changer for teams who need visibility and control before committing to external action. It brings structure, accountability, and strategic oversight to every service request — without disrupting the speed or simplicity of your current tools.

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