Understanding Workflows

Workflows give you a more structured way to manage planned and repeatable maintenance in FaultFixers.

Previously, forms were attached individually to tasks. With Workflows, you can manage the requirements of your maintenance process alongside the assets they relate to, all within FaultFixers.

A task is an individual piece of work that needs to be completed, such as repairing a broken door or responding to a reported issue.

A Workflow is designed for planned or repeatable maintenance where there are specific requirements to complete.

For example, a one-off repair might be managed as a task, while a regular asset inspection could be managed using a Workflow.

Workflows are best suited to maintenance activities that happen regularly or need to follow a consistent process.

This could include:

You don't need to rebuild everything you already have in FaultFixers.

Your existing setup can be reviewed to identify where Workflows would be a better fit, particularly where forms are currently attached to tasks as part of planned or repeatable maintenance.

This is also a good opportunity to review which forms and processes you still need before setting up your Workflows.

No. Workflows aren't intended to replace every task in FaultFixers.

You can continue using individual tasks for straightforward or one-off pieces of work. Workflows are better suited to planned and repeatable maintenance where having a consistent process provides more value.

Start with something your team already carries out regularly.

A good first Workflow is usually a process that:

Starting with a process you know well makes it easier to get comfortable with Workflows before introducing more.

Workflows and your asset data work together to give you a clearer way to manage planned maintenance.

Having your assets set up correctly in FaultFixers means you can build your maintenance setup around the equipment and assets you're actually responsible for.

We'll provide you with an Asset Import Spreadsheet to help you get started.

The spreadsheet gives you a structured format for preparing the asset information you want to bring into FaultFixers. Once completed, your Customer Success Manager can help review the information and guide you through getting your asset data imported and ready for Workflows.

That's absolutely fine.

You can use the Asset Import Spreadsheet to bring together the relevant information from your existing system or records in the format needed for FaultFixers.

You don't need to start your asset register again from scratch.

Workflows can be used to support planned maintenance relating to your sites and assets.

How you structure them will depend on how your organisation, locations and asset data are currently set up in FaultFixers. Your Customer Success Manager can help you work out the most appropriate setup for your organisation.

Yes. In fact, we'd recommend it.

Start with one familiar maintenance process, get your team comfortable using it, and then look at where else Workflows could be useful.

There's no need to move all of your planned maintenance across at once.

You won't be expected to figure everything out on your own.

Your Customer Success Manager can work with you to:

The aim is to get the foundations right first, then help you build out your use of Workflows at a pace that works for your organisation.