Keep the equipment reference with the part request and outstanding balance.
Connect noncritical spare-part needs to the right specification and purchasing owner.
How to build your spare-parts requisitions
Describe the job
Connect noncritical spare-part needs to the right specification and purchasing owner.
Review the first version
Choose how the maintenance planner records the Site and how the parts reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
Follow Parts SP-070 through the handoffs.
This fictional spare-parts requisitions example shows the ordinary handoff and the decision that remains open.
Spare-parts requisitions example
- Record
- Parts SP-070
- Equipment
- Workshop cabinet C-12
Current stage · Site administrator
Reference the noncritical equipment
A fictional site requests four cabinet hinges for a workshop store.
Read the full walkthrough
Reference the noncritical equipment
A fictional site requests four cabinet hinges for a workshop store.
- Record:
- Parts SP-070
- Equipment:
- Workshop cabinet C-12
Review the requested part
The planner confirms the equipment reference and ordinary administrative requirement.
- Record:
- Parts SP-070
- Requested:
- 4 hinges
Record the partial delivery
Procurement records delivery of three hinges against the approved four.
- Record:
- Parts SP-070
- Received:
- 3 hinges
Assign the remaining balance
The administrator leaves one hinge outstanding and assigns supplier follow-up.
- Record:
- Parts SP-070
- Supplier balance:
- 1 hinge
What to include in your spare-parts requisitions
Keep the Site in context
Keep Site, noncritical asset, part reference, specification, requested quantity, planner review, procurement owner and received balance together so the next person can understand the request or record.
When the next step needs a decision
A sample site requests four cabinet hinges for a workshop store. The planner confirms the equipment reference and ordinary administrative requirement.
Keep received balance visible
Keep the unreceived balance visible against the planned maintenance request.
Choose what each person needs
Give the maintenance planner a working view and the parts reviewer a review view. Keep Site and noncritical asset attached to the decision as the work moves between them.
Questions about spare-parts requisitions
Start with Site, noncritical asset, part reference, specification, requested quantity, planner review, procurement owner and received balance. Describe who enters the information and who reviews the next step.
Try the workflow with your own process in mind.
Start with your workflow and make it yours.
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