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

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

Create location-specific assignments for key requests

Set up vendors and permission to access for key category

Define spending threshold for 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

Track keys as equipment assets in FlowPath

Attach actual key assets to equipment records

Designate owners for key assets

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

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

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