Managing Key Assets in FlowPath via Category Automation
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
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
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
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
Managing Key Assets
Track keys as equipment assets in FlowPath
Attach actual key assets to equipment records
Designate owners for key assets
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
Support and Further Assistance
Reach out to your Customer Success Manager for guidance on key management best practices and tailored solutions.