Property Inventory and Asset Management Workflow

Начало на работния поток/процеса.

Create a new entry in the 'Assets' data model when a new item is acquired.

Update the status field (e.g., 'In Use', 'Under Repair', 'Retired') of an existing asset entry.

Retrieve specific information (Serial Number, Model, Purchase Date) from the Assets data model for inspection.

Execute a formula to determine the current book value of an asset based on purchase price and age.

Create a task for the Facility Manager to physically verify the presence of the asset.

A set of sub-tasks to verify the physical condition and functionality of the asset during audit.

Sum the 'Current Value' field of all active entries in the Assets data model.

Count the number of entries in the Assets model where the status is 'Damaged'.

Send an email to the Procurement Department when an asset's replacement threshold is reached.

Create a recurring task to perform preventative maintenance on high-value machinery.

Remove or archive the entry from the active Assets data model once it is officially retired.

Generate a comprehensive report summarizing all new additions and disposals for the month.

Send an SMS notification to the Security Head when an asset is marked as 'Lost' or 'Stolen'.

Update the 'Assigned To' field in the Asset entry to link it to a specific employee/user.

Calculate the ratio of total maintenance spend vs. the original purchase price of the asset.

Край на работния поток/процеса.