Equipment Management Workflows

Here are 5 equipment management workflows:

1. Automate High-Priority Requests Assigned to a Specific Category

Equipment Managers can eliminate delays in approving critical requests by automating the process. With this DreamzCMMS workflow, managers can ensure that high-priority requests assigned to specific categories, such as "Important," are automatically approved. This saves time and guarantees that vital tasks are prioritized without the need for manual intervention.

Workflow:
IF a Request is created > AND the Priority is High AND the Category is "Important" > THEN Create work order

2. Automatically Assign Request to a Team When Category is Assigned

In DreamzCMMS, customers can create multiple teams to group technicians by their specialties or capabilities. Equipment managers can streamline operations by using this workflow to automatically assign the appropriate team when a request is categorized. This reduces the time spent on manually assigning technicians and ensures that teams are notified in real-time, allowing them to respond promptly.

Workflow:
IF a Request is created > AND the Category is assigned > THEN Assign the Team to the Request

3. Automatically Approve Purchase Orders with a Specific Category

This workflow ensures that all orders for essential supplies and services are automatically approved, eliminating delays caused by manual approval processes. It streamlines operations for Equipment Managers, saving time and ensuring that purchase orders are fulfilled more efficiently.

Workflow:
IF a Purchase Order is created > AND the Purchase Order Category is set to a specific value > THEN Approve the Purchase Order

4. Send Email Notification to Manager When an Asset at a Specific Location is Damaged

This workflow enables Equipment Managers to receive real-time updates whenever an asset at a specific location is reported as damaged. This immediate notification allows managers to quickly assess the situation and take necessary actions. Additionally, they can run reports to analyze time and costs associated with each asset by location.

Workflow:
IF a Work Order is closed > AND the Work Order Category is "Damaged" AND the Work Order is linked to an Asset AND the Work Order is assigned to a Location > THEN Send an Email Notification to the Equipment Manager

5. Send Email Notification to Team When Work Order with Specific Category is Closed

Finance teams may not always have direct access to a company’s DreamzCMMS account, which can leave them feeling out of the loop. This workflow ensures that the finance team receives real-time updates whenever a work order with a specific category is closed. This allows them to promptly run reports to reconcile time and costs for rented assets versus owned assets.

Workflow:
IF a Work Order is closed > AND the Category is set to a specific value > THEN Send an Email Notification to the Procurement Team