The Workflow menu is used for initiating and processing Work Orders, batch changing Work Orders, tracking locations of Assets that have been loaned to others, and track technician time.

·         Receiving – Used to receive Assets into the maintenance facility by creating work orders. The receiving process is a batch process allowing for quick and efficient induction of equipment into the maintenance facility.

·         Work Orders – Used to collect and process maintenance data and actions against open Work Orders.

·         Returning – Used to close open Work Orders for Assets that have had maintenance completed.

Note: This action will make the Work Order process a history event.

·         Shipping – Used to ship Assets and other items to facilities.

·         Batch Change – Used to change multiple Work Orders at one time. Log notes can be added, Work Orders can be subcontracted or QA approvals can be done.

·         Tool Assignments – Used to track the process of loaning Assets to contacts. Provides a complete history for both Assets and contacts.

·         Combined Work Orders – Used to combine Work Orders.

·         My Work – Used by a technician to add or modify their time and view assigned Work Orders.