Operations Management
Operations management workflows for contractor onboarding, inventory, assets, operational requests, approvals, handoffs, inspections, and day-to-day business processes.
Operations Management Templates(8)
Vehicle Inspection Workflow
Captures fleet vehicle inspections (vehicle, inspection type, odometer, fuel, safety/condition checks) and routes based on the inspector's roadworthiness decision: Pass closes the inspection; Minor Defects raises a maintenance request while the vehicle stays in service; Unsafe grounds the vehicle and raises an urgent repair. Repairs are verified before closing, and the fleet owner is notified when the inspection closes or the vehicle is grounded.
Equipment Checkout Workflow
Manages equipment loan requests: checks availability, records checkout condition and due-back date, captures borrower acknowledgement, tracks the loan, inspects condition on return, and escalates overdue or damaged returns for follow-up.
Asset Handover and Return Workflow
Tracks the full lifecycle of an asset issued to a custodian: coordinator records handover details (asset, custodian, condition, accessories, expected return date), the custodian acknowledges receipt, and on return the asset is inspected for condition and missing items. The workflow routes to either mark the return complete or trigger a follow-up for damage/missing items, looping until resolved, then updates the asset record and notifies the coordinator.
Asset Disposal Workflow
Captures an asset disposal request (asset details, condition, reason, residual value, data-security/environmental flags), routes it to a reviewer who approves the disposal and method, then on approval requires the disposing team to complete disposal, upload evidence, and updates the asset register marking the asset retired. Rejections are returned to the requester with the reviewer's reason.
Contractor Onboarding Workflow
Coordinator submits contractor company, worker, services, licence, insurance and safety document details. Compliance runs due diligence on the documents; if any are missing or deficient, they are requested from the contractor and rechecked until complete. The contractor then completes a site induction acknowledgement, site access is routed for approval, granted and recorded with a due date for expiring documents, and the coordinator is notified when onboarding completes or access is declined.
Inventory Reorder Workflow
Captures a stock replenishment request, verifies whether reorder is warranted, routes high-value orders for approval, raises a purchase request to the preferred supplier, tracks delivery, reconciles received quantities against the order, updates inventory, and notifies the requester.
Permit to Work Workflow
Manages issuance of a permit to work for higher-risk site activities: applicant submits job/hazard/control details, a safety approver reviews and approves, a pre-start check gates activation (looping back for corrections on failure), and on completion the site is confirmed safe before the permit is handed back and closed.
Returns and RMA Workflow
Handles customer product returns end-to-end: captures return request details, agent eligibility check and RMA issuance, receipt and inspection of the returned item, a repair/replace/refund decision, fulfilment of that decision, customer notification, and closing the return.