Leveraging workflow automation to apply status labels based on maintenance fields allows for streamlined and efficient management of asset statuses based on specific conditions. By automating the change of asset status labels based on maintenance fields, you can:
- Eliminate Manual Tasks: Automatically update asset statuses without manual intervention, saving time and reducing human error.
- Ensure Consistency: Maintain consistent asset status labeling, ensuring that assets are always accurately represented based on their current condition.
- Improve Tracking: Easily track and manage assets that require attention, such as those that have failed diagnostic tests, ensuring timely maintenance and minimizing downtime.
- Boost Productivity: Free up resources by automating repetitive tasks, allowing your team to focus on more critical activities.
Follow these steps to create a workflow automation that changes asset status labels based on maintenance fields.
The below example will change the status of an asset if a diagnostic test has failed.
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Navigate to Settings > Workflow Automation:
- Login to Reftab, head into settings and select Workflow Automation in the bottom left.
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Create a New Workflow:
- Click on the New Workflow button. Name your workflow appropriately, for example this example we will use “Failed Diag Test”.
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Enable the Workflow:
- Ensure the workflow is enabled by checking the “Enabled” box.
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Set the Workflow Trigger:
- Choose the trigger event for the workflow. In this case, select “Finish Asset Maintenance”.
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Define Workflow Conditions:
- Add conditions that must be met for the workflow to execute. For example:
- When closing a maintenance report on an asset, if the “Maintenance Result Of” field is “Run Diagnostic” and the result equals “Fail”.
- Add conditions that must be met for the workflow to execute. For example:
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Add Workflow Actions:
- Specify the actions that should occur when the conditions are met. For example:
- Apply the status label “Failed Diagnostic Test”.
- Specify the actions that should occur when the conditions are met. For example:
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Save the Workflow:
- Once all conditions and actions are set, save the workflow to activate it.
Now, with this workflow, any time an asset fails the “Run Diagnostic” field, the automation will apply a status label of “Failed Diagnostic Test”.
It is important to note that in this example, the status label and the maintenance task being used are both custom, to learn more about creating custom status labels and maintenance task please visit these links:
Custom Status Labels: https://www.reftab.com/blog/faq/set-cleaning-status/
*You will need to adapt this guide to meet your specific needs for the label.
Custom Maintenance tasks: https://www.reftab.com/blog/faq/custom-work-orders
For any questions or assistance, please email help@reftab.com