Work authorization, entitlement and approvals
Before you pick up a tool: check what the job covers and who pays, who on site can approve work, what permits the site requires, and how to get and record approval when the job grows past what was authorized. Work orders, contracts and people are fictional; your organization's and the customer's procedures govern.
- Level
- Beginner
- Length
- About 40 minutes
- Contents
- 3 lessons · 1 video · final exam
- Status
- Published · updated 1 Oct 2026
Skills you'll practise
- Read a work order for coverage, purchase order, not-to-exceed limit and authorized contact before starting
- Decide whether a repair is covered by warranty or contract, billable, or needs a decision
- Identify who on site can authorize work and when a site permit is required
- Stop and obtain recorded approval before exceeding an authorized limit
- Record approvals with the name, role, time, method and amount
Course outline
- 1.Work authorization, entitlement and approvalsVideo · 2 min
- 2.Coverage: who's paying, and for whatLesson · 14 min
- 3.Who can authorize work on site?Lesson · 13 min
- 4.Recording approvalsLesson · 13 min
- 5.Work authorization, entitlement and approvals: knowledge checkKnowledge check · 18 questions
- 6.Work authorization, entitlement and approvals: practical exerciseKnowledge check · 1 question
- 7.While you're here: the kennel fanScenario
- 8.Final exam9 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- Your organization's field service procedures, site rules and the customer's site requirements
- General customer service and field service practice (starter content; needs subject review)
See it with your own jobs and topics
Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.