Workflow Planner
Greater control over your data, workflow and user experience
Choreograph how work happens. Ensure all job tasks are sequenced & data captured correctly. Define when to automatically assign inspection & work templates to any combination of job type, asset, asset type, location, location type or event:
- Work type
- Request class
- Task priority
- Location
- Location type
- Asset ID
- Asset type
- Customer or Organization
- Event
Examples:
- attach a vehicle and PPE check to start of workday or shift
- require a confined space entry permit to be completed and approved prior to starting a job in confined space locations
- attach meter readings and visual inspection checklists to work orders for specific assets or asset types
