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Key Asset Management

Effectively automate your key management work flows through work order categories in FlowPath, complete with approvals and rejections.

Updated over 4 months ago

Managing Key Assets in FlowPath via Category Automation

  1. Setting up Work Order Categories

    • Access Global Settings in FlowPath

    • Navigate to Work Orders and then to the Category section

    • Create a category for key requests (e.g., Key Lock)

    • Customize the category by setting a name, color, priority, custom fields, and description

  2. Setting up Approvals for Key Requests

    • Enable approvals for the key category

    • Define default approvers for the entire instance

    • Set up location-specific approvers if needed

    • Configure assignments and watchers for key requests

    • Toggle on/off waiting for approvers before assignment

  3. Managing Key Requests

    • Create location-specific assignments for key requests

    • Set up vendors and permission to access for key category

    • Define spending threshold for key requests

  4. Reviewing and Approving Key Requests

    • View key requests on the work order main page

    • Review details such as assignee, status, site location, etc.

    • Approve, reject, or escalate key requests as needed

    • Assign approved key requests to relevant personnel

  5. Managing Key Assets

    • Track keys as equipment assets in FlowPath

    • Attach actual key assets to equipment records

    • Designate owners for key assets

  6. External Requests and Key Management

    • Automations set up for key requests also apply to external work orders

    • External forms for key requests will follow the approval flow set up

  7. Support and Further Assistance

    • Reach out to your Customer Success Manager for guidance on key management best practices and tailored solutions.

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