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- Campus Facility Management
- Process
- Parts and stock
Parts and stock
Post material once against the repair, reduce stock and review the reorder point.
Step by step
-
Identify the part Inventory Clerk
Inventory Clerk maintains the part number, unit, quantity on hand and reorder point. Technician confirms the item needed for the job.
- Confirms catalog identity and unit
- Updates Spare parts
-
Check the job Technician
Technician selects the work order that consumed the material. The usage action validates the order and part.
- Ties use to an actual order
- Updates Work orders, Spare parts
-
Post the quantity Technician
Technician records a valid quantity and usage date. The action creates the usage once and reduces stock by that amount.
- Writes usage and reduces stock once
- Updates Part usage, Spare parts, Work orders
-
Review reorder Inventory Clerk
Inventory Clerk checks the resulting balance; the action flags reorder when stock reaches the recorded point.
- Identifies stock at its reorder point
- Updates Spare parts
-
Inspect the repair Inspector
Inspector reviews the work performed and accepts the completed job before its service history is retained.
- Records accepted service outcome
- Updates Work logs, Work orders, Service history
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Inventory Clerk
- Maintains the catalog and reviews stock.
- Technician
- Posts material consumed on a job.
- Facility Manager
- Reviews the work order.
- Inspector
- Accepts the finished service.
Set up Campus Facility Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.