Workflow
Project Device Installation
From shipment to active status, the path a device travels during install.
When to use
Standard playbook for any project that ships and installs new devices.
- Step 1Completed
Create the project
Bundle devices and milestones.
- Step 2Completed
Ship devices
Devices set to Pending Install with shipment tracking.
- Step 3Active
On-site install
Field tech captures install photos and updates serial/MAC.
- Step 4Pending
Verify connectivity
Confirm device is reachable; status flips to Active.
- Step 5Pending
Customer sign-off
Capture sign-off on the milestone; project closes.
Other workflows
Workflow
New Site Onboarding
Spin up a new site from contract signature to ready-for-field-work.
Workflow
Audit Finding → Service Ticket
Turn an issue caught during an audit into tracked service work.
Workflow
Device Failure Response
Investigate, restore, and document a failed device.
Workflow
Warranty Expiration Planning
Get ahead of out-of-warranty devices before they fail.