Follett Work Orders Features

Corrective and preventative maintenance work orders can be easily created, edited, or cloned within the system. Work orders are able to be prioritized, scheduled, tracked, and reported to align with maintenance workflows.

Preventative maintenance work order scheduling can be automated and triggered based on a series of factors, including date, time, alarms, meter readings, and specified event occurances.

Monitor enterprise equipment and assets with either built-in data analysis tools or integrated third-party applications to streamline preventative maintenance efforts.

Organize maintenance, repairs, and operations (MRO) materials within a built-in database, and coordinate materials inventory and purchase requests.

Access historical records of equipment performance statistics and generate new reports using equipment data to identify underlying equipment issues.

Create approval workflows to streamline the approval of work order or material purchase requests.

Maintain re-usable task templates for preventative and unscheduled work orders. Organize these templates into task libraries that are easily accessible and can be cloned or edited as needed.

Track maintenance documentation to ensure compliance with Occupational Safety and Health Administration (OSHA) and ISO standards. Manage material safety data sheets (MSDS) and other critical safety instructions within a central repository, and track employee training certifications.

Visualize maintenance data and KPIs using built in dashboards, and create custom reports around equipment, assets, work orders, and more.

Create, manage and track all task activities and progression

Manage procedures that ensure organizational equipment remains in working condition

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Store, manage, and track all electronic documents in a centralized location

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Track and manage adherence to policies for any service, product, process, or supplier

Oversee technicians and track their assigned work orders

Manage assets throughout their lifecycle to optimize profit

Schedule the calibration of instrumentation and maintenance requirements

Track and manage schedules and meetings via an integrated calendar

Track and manage inventory levels to maintain proper supply

Establish procedures for monitoring locations of keys

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

Manage and track all job information and associated tasks

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Alter the layout and content of reports

Specifically for mechanical devices such as vehicles, factory equipment, and tools that include ductwork

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Manage sending personnel and resources to a site as needed

Create, send, and track purchase orders and their statuses

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

Create, send, and track purchase orders and their statuses

Information, data and reports that are being tracked over time

Schedule and assign maintenance work orders to engineers or technicians from within the system. Work orders can be prioritized according to a series of predetermined factors in order to streamline operations.

Track material, equipment, and inventory usage across facilities. Record historical usage data, supplier information, and estimated replacement costs.

Provide information detailing how the space inventory in a building is used, what assets currently occupy that space, and how the assets are arranged in order to optimize the management of space inventory.

Coordinate employee and asset moves, adds, and changes (MAC) to reduce associated costs and minimize organizational disruption

Respond to and manage facility reservations and maintenance requests submitted through a centralized web portal.

Visualize facility data and KPIs using built in dashboards, and create custom reports around facility usage statistics.

Maintain a central online repository for facility documentation, such as lease documents, that is easily accessible by facility management personnel.

Facilitate maintenance planning and task completion with mobile access to facility management tools.

Manage and track high-value assets including office equipment, furniture & more

Create, manage and track all task activities and progression

Manage procedures that ensure organizational equipment remains in working condition

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more

Manage assets throughout their lifecycle to optimize profit

Track parts inventory levels and manage re-stocking

Allow organizations to streamline the check-in process for visitors.

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Create, design and manage workflows for repetitive tasks

Manage and track all internal and external communication conducted via calls, email, text, or chat

Creating, assign, and track jobs and/or tasks for work orders

Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed

Track and manage adherence to policies for any service, product, process, or supplier

Manage occupancy and space utilization in facilities and buildings

Manage and track all disruptions and incidents

Track, store, and access client contracts or licenses

Manage, maintain and track the performance of assets and equipment

Process of planning, procuring and controlling material flows along with supplier evaluation and shipping

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Store, manage, and track all electronic documents in a centralized location

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Information, data and reports that are being tracked over time

Track and manage schedules and meetings via an integrated calendar

Create a list of all the assets owed by a company.

Define relationships between various types of assets.

Identify the value of each asset and keep it up to date.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Monitor the status of multiple types of assets.

Maintain a history of adjustments made to assets.

Track the origins of funds to uphold compliance with grant requirements for use/disposal and to ensure future funding.

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Monitor the movement of one or more IT assets throughout the organization

See what items have been returned

Track the location of specific equipment at all times

Track the status of assets and whether they're checked in or out

Track item deliveries through dispatch notifications, status and location tracking, and ETA updates

Track the time and location worked by employees via mobile device

Monitor and track fuel consumption and costs

Real-time vehicle tracking for monitoring location, route, speed, etc.

Track the status over time for a request, process, asset, or transaction

Manage and support multiple locations

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Observe and track the demand, usage, progress or quality of a system, product, or user

Scan barcodes to ensure accurate pricing and label tracking

A record of all activities within the system, including user access, changes made, etc.

Plan availability and assign specific time slots for tasks and resources

Create, manage, and send invoices or bills to customers

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Automatically create schedules based on business needs or employee availability and qualifications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Access software remotely via mobile devices

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Use AI to generate content in the form of text, images, videos, etc.

Schedule predetermined or ad hoc maintenance services and labor requests

Receive data and information in real time

Track and manage the scheduling of tasks

Application programming interface that allows for integration with other systems/databases

Identify and track items using barcode tags or RFID (radio-frequency identification) tags

Track work performed and resources used for past customers, sites, or assets

Track the location of specific equipment at all times

Set up connections to third-party platforms to improve business processes

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Store and organize documents in a centralized system

Manage and support multiple locations

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Timed notification for any upcoming task, deadline, appointment, or activity

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customize contracts and forms to collect specific information

Customize data fields to support various needs and use cases

Track the duration and expiration of warranty as well as any obligations under that warranty

View and track pertinent metrics to find patterns and gain insights from data

Track and document all activities across devices, networks, and other systems

Define levels of authorization for access to specific files or systems

Import and export data to and from software applications

Monitor product stock levels

Notifications that are delivered to users as soon as an event occurs

Create budgets based on historical data and future projections

Uses AI to condense large amounts of text, audio, or video data into a coherent form

AI-based platform which conducts a conversation via auditory or textual methods

Assign available resources to various projects and tasks

Track unplanned equipment or network failures

Streamlining repetitive tasks and activities through automated and predefined workflows

Customize contracts and forms to collect specific information

An itemized to do list that can be edited as tasks are completed

Receive data and information in real time

Track and document all activities across devices, networks, and other systems

Notifications that are delivered to users as soon as an event occurs

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Track the status over time for a request, process, asset, or transaction

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Monitor product stock levels

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Schedule predetermined or ad hoc maintenance services and labor requests

Designed to be used by kindergarten, primary, middle, and senior secondary schools.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage and support multiple locations

Define levels of authorization for access to specific files or systems

Alter the layout and content of reports

Designed to serve commercial properties

For residential properties

Import and export data to and from software applications

A record of all activities within the system, including user access, changes made, etc.

Set up connections to third-party platforms to improve business processes

Investigate and take action at root cause or error in processes to prevent recurring issues

View and track pertinent metrics to find patterns and gain insights from data

Create, manage, and send invoices or bills to customers

Track and manage adherence to policies for any service, product, process, or supplier

Creating, assign, and track jobs and/or tasks for work orders

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

Timed notification for any upcoming task, deadline, appointment, or activity

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Store, manage, and track all electronic documents in a centralized location

Track and manage inventory levels to maintain proper supply

Observe and track the demand, usage, progress or quality of a system, product, or user

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Assign assets to users, job sites, and vehicles to ensure accountability

Bundle equipment together to rapidly perform actions across multiple assets

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Identify and track items using barcode tags or RFID (radio-frequency identification) tags

Access software remotely via mobile devices

Electronic signing method that validates the authenticity and integrity of a digital document

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Manage and track orders being shipped to customers

Manage assets throughout their lifecycle to optimize profit

Matrix barcode that stores information

Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event

Manage, maintain and track the performance of assets and equipment

Customize data fields to support various needs and use cases

View and track pertinent metrics to find patterns and gain insights from data

Alter the layout and content of reports

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

A record of all activities within the system, including user access, changes made, etc.

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Search and filter data across systems to locate required information by entering keywords or certain criteria

Information, data and reports that are being tracked over time

Track, store, and access client contracts or licenses

Customize contracts and forms to collect specific information

Create, send, and track purchase orders and their statuses

Import and export data to and from software applications

Plan when and how to dispose of outdated or decommissioned assets

Use AI to generate content in the form of text, images, videos, etc.

Schedule predetermined or ad hoc maintenance services and labor requests

Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Track and manage schedules and meetings via an integrated calendar

Application programming interface that allows for integration with other systems/databases

Create, design and manage workflows for repetitive tasks

Track and manage the decline in value of assets and plan for improvements

Manage sending personnel and resources to a site as needed

Organize customer data and accounts by user or geography

Plan daily routes to optimize employee scheduling and provide directions

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage and track customer orders for goods, investments, or any other purchases

Finding the most optimal routes for drivers based on various factors and constraints

Determines the location of a device using GPS or an IP address

Track all personnel who operate company vehicles

Plan availability and assign specific time slots for tasks and resources

Receive system updates as soon as any changes are made

Active monitoring of systems, applications, or networks

Virtual perimeter for a real-world geographic area

Notifications that are delivered to users as soon as an event occurs

Organize and track the physical movement of goods from one location to another

Integration with geographic information systems

Visualize locations on a map

Active reporting of data and metrics

Track employee schedules, availability, and performance across projects and tasks

Software program that continuously adjusts its behavior based on observed data