Overview

Review Checkpoints allow you to collect and verify critical information at key stages of your service workflow. These checkpoints are currently configured using the Custom Attributes system but appear in a dedicated "Review" tab for both equipment owners and service vendors.


Key Benefits

  • Workflow Validation: Verify critical information before advancing to next steps.
  • Role-Specific Data Collection: Configure different checkpoints for equipment owners vs. service providers.
  • Multi-Level Configuration: Create checkpoints at order and item levels.
  • Status-Based Requirements: Display fields only when relevant to the current order and item status.
  • Streamlined Asset Updates: Directly update asset properties through checkpoints, creating a seamless data flow from service activities into your assets.


Setting Up Review Checkpoints


  1. Navigate to Administration -> Configuration -> Custom Attributes
  2. for Attribute Scope, select either:
    • Service Request
    • Service Request Item
    • Work Order
    • Work Item
  3. Click "Add Attribute"
  4. Configure the attribute normally to function as a checkpoint.
  5. Important Optional Settings:
    • Is Required: Make completion mandatory before status changes.
    • Link to order status: Link to specific order statuses
    • Link to asset property: For item-level checkpoints, connect to asset properties like Status, Room, Station, etc. The "Attribute" asset property performs a name lookup and updates that corresponding custom asset attribute.


Using Review Checkpoints

Once configured, these custom attributes appear as checkpoints in the Review tab:

  1. Access a service request or work order
  2. Navigate to the Review tab
  3. Complete the checkpoints that appear
  4. Required checkpoints must be completed before status changes

Important Notes

  • Though configured as attributes, these fields function as workflow checkpoints.
  • Required attributes/checkpoints prevent status changes until completed
  • Asset-level checkpoints automatically update your asset upon work order completion


When to Use Review Checkpoints

Review Checkpoints are most valuable for standardizing critical data collection points in your workflow where:

  • Formal verification is needed before advancing work (condition assessments, quality checks)
  • Compliance documentation must be collected during specific workflow stages
  • Asset status changes need to be recorded and reflected in asset records after order completion
  • Handoff points exist between different teams or between client and vendor
  • Location changes need to be tracked when assets move after service
  • Required approvals must be documented before work can proceed or conclude
  • Standard operating procedures dictate specific information collection at set point

Rather than creating ad-hoc documentation or relying on notes fields, Review Checkpoints formalize these requirements directly in your workflow, ensuring consistency and completeness while reducing duplicate data entry.


Need help? Contact support for assistance with review checkpoints.