Assigned work to completion

Make the site response visible to its assigned person and record completion under the agreed task policy.

Step by step

Confirm the assignment Facilities Manager

Facilities Manager checks the task wording, site, due date and selected person. The responder must meet the active-person rule used during acknowledgment and resolve to the account that will carry the work.
- Identify the intended responder and site work
- Updates Maintenance tasks, People, Sites
Apply the task policy Facilities Manager

Facilities Manager confirms approval under the setup agreed for the team. Open and Approved distinguish prepared work from work ready to proceed. Verify who may change the state before using the task process live.
- Apply the agreed approval and readiness practice
- Updates Maintenance tasks
Carry out the work Maintenance Technician

Maintenance Technician opens the personal task queue and marks eligible work as in progress. The technician uses the site and task description to identify the intended response and keeps the operating team informed through the agreed practice.
- Record eligible work as in progress
- Updates Maintenance tasks
Record completion Maintenance Technician

Maintenance Technician records Completed and the completion date under the authorized policy. Facilities Manager reviews the result and separately considers whether the site's operating event can be resolved. Keep those records' purposes clear.
- Retain Completed and the completion date
- Updates Maintenance tasks

And how to keep it from happening.

Wrong account mapping. The person selected for the task must match the technician using the personal queue.
Unclear completion authority. Agree who may record completion and how another person's work is protected.
Conflated outcomes. A completed task and a resolved event are separate facts and need their intended operating decisions.

Start free, then use Proto to change fields, steps and approvals before your team goes live.