Key Asset Management | FlowPath Help Center

Key Asset Management

Effectively automate your key management work flows through work order categories in FlowPath, complete with approvals and rejections.

Managing Key Assets in FlowPath via Category Automation

1. Setting up Work Order Categories

   • Access Global Settings in FlowPath

   • Navigate to Work Orders and then to the Category section

   • Create a category for key requests (e.g., Key Lock)

   • Customize the category by setting a name, color, priority, custom fields, and description

2. Setting up Approvals for Key Requests

   • Enable approvals for the key category

   • Define default approvers for the entire instance

   • Set up location-specific approvers if needed

   • Configure assignments and watchers for key requests

   • Toggle on/off waiting for approvers before assignment

3. Managing Key Requests

   • Create location-specific assignments for key requests

   • Set up vendors and permission to access for key category

   • Define spending threshold for key requests

4. Reviewing and Approving Key Requests

   • View key requests on the work order main page

   • Review details such as assignee, status, site location, etc.

   • Approve, reject, or escalate key requests as needed

   • Assign approved key requests to relevant personnel

5. Managing Key Assets

   • Track keys as equipment assets in FlowPath

   • Attach actual key assets to equipment records

   • Designate owners for key assets

6. External Requests and Key Management

   • Automations set up for key requests also apply to external work orders

   • External forms for key requests will follow the approval flow set up

7. Support and Further Assistance

   • Reach out to your Customer Success Manager for guidance on key management best practices and tailored solutions.

Setting up Work Order Categories

Access Global Settings in FlowPath

Navigate to Work Orders and then to the Category section

Create a category for key requests (e.g., Key Lock)

Customize the category by setting a name, color, priority, custom fields, and description

Setting up Approvals for Key Requests

Enable approvals for the key category

Define default approvers for the entire instance

Set up location-specific approvers if needed

Configure assignments and watchers for key requests

Toggle on/off waiting for approvers before assignment

Managing Key Requests

Create location-specific assignments for key requests

Set up vendors and permission to access for key category

Define spending threshold for key requests

Reviewing and Approving Key Requests

View key requests on the work order main page

Review details such as assignee, status, site location, etc.

Approve, reject, or escalate key requests as needed

Assign approved key requests to relevant personnel

Managing Key Assets

Track keys as equipment assets in FlowPath

Attach actual key assets to equipment records

Designate owners for key assets

External Requests and Key Management

Automations set up for key requests also apply to external work orders

External forms for key requests will follow the approval flow set up

Support and Further Assistance

Reach out to your Customer Success Manager for guidance on key management best practices and tailored solutions.