Operations workflows
Track the work around each asset.
Keep inspections, maintenance history, deficiencies, documents, and workflow events connected to the asset record.
Workflow overview
Keep routine work clear without claiming a full dispatch system.
FlexPortal Asset Manager helps teams preserve the operational record around each asset: inspections, maintenance, deficiencies, documents, and workflow events.
Asset operations view
Pump Station PS-042
Assets tracked
412
Due inspections
38
Needs review
14
Replacement plan
26
- 1Configure asset categories, types, locations, inspection templates, statuses, roles, and workflows.
- 2Register assets with identifiers, hierarchy, department, owner, condition, lifecycle, cost, warranty, and planning fields.
- 3Track locations, GIS references, barcodes, RFID tags, and external references.
- 4Schedule and complete inspections with structured inspection items, scores, condition results, summaries, and notes.
- 5Open deficiencies when issues require monitoring, repair, compliance review, or capital planning.
- 6Record maintenance activity, vendors, labor, materials, total cost, completion details, and notes.
- 7Attach photos, warranties, repair records, approvals, policies, and external documents.
- 8Review lifecycle status, condition, criticality, cost, useful life, and replacement timing for planning.
Workflow detail
Model inspections, maintenance history, deficiencies, documents, and evidence.
Each workflow area can carry statuses, assignment fields, review behavior, document links, blocker flags, planning fields, and event history that match your operating process.
Inspection Workflow
- Inspection templates
- Scheduled, in-progress, completed, review, approved, failed, and cancelled status
- Inspection items and result values
- Scores and condition results
- Inspector and reviewer users
- Next inspection due date
Maintenance History
- Maintenance type
- Priority and status
- Vendor and performed-by user
- Requested, scheduled, started, and completed dates
- Labor hours and cost fields
- Summary, notes, documents, and related deficiencies
Deficiency Workflow
- Issue type
- Severity and risk level
- Reported and assigned users
- Due and resolved dates
- Operational and compliance blockers
- Capital-plan flag
- Resolution notes
Documents And Evidence
- Photos and inspection evidence
- Warranty records
- Repair documents
- Approvals and policies
- Visibility controls
- External references
Turn your asset process into a configured workflow.
Talk through how your teams handle inspections, maintenance, deficiencies, documents, reviews, and the asset records that need to stay connected.