Operations Management
Operations management workflows for contractor onboarding, inventory, assets, operational requests, approvals, handoffs, inspections, and day-to-day business processes.
Operations Management Templates(4)
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.