Zyntrax CMMS Workflow

A Clear Workflow from Maintenance Request to Completion

Zyntrax connects issue reporting, planning, assignment, execution and closure into one structured maintenance workflow with complete asset history.

✓ Request & Approval
✓ Planning & Assignment
✓ Execution & Closure
Maintenance Workflow Connected Process
01 Request Issue, asset, location and priority recorded.
02 Plan Tasks, team, materials and schedule prepared.
03 Execute Work completed with labour, parts and evidence.
04 Close Results reviewed and asset history updated.
Every action stays connected. From the first request to final closure, Zyntrax keeps ownership and history visible.
Home / Workflow
Structured Maintenance Process

One connected workflow from the first request to final closure

Zyntrax helps maintenance teams manage every stage of work in a clear, controlled and accountable process. Requests, approvals, planning, execution, materials and completion history remain connected.

The result is a more reliable maintenance process with better ownership, clearer status visibility and a complete operational record for every asset.

✓
Clear responsibility at every stage Know who requested, approved, planned, executed and closed the work.
✓
Complete operational traceability Keep priorities, tasks, labour, parts, notes and evidence in one record.
✓
Better maintenance decision-making Use current status and completed history to improve future planning.
Live Maintenance Workflow Connected Process
01
Request Submitted Issue, asset, location and priority recorded.
Received
02
Reviewed & Approved Requirement checked and work authorised.
Approved
03
Planned & Assigned Tasks, technicians, schedule and parts prepared.
Planned
04
Executed & Closed Work completed, reviewed and asset history updated.
Complete
Every action stays visible Ownership, status, notes, materials and completion records remain connected.
End-to-End Workflow

How maintenance moves through Zyntrax

Each stage has a clear purpose, responsible user and operational record, helping teams move work forward without losing information.

01

Maintenance Request

A user reports an issue, service requirement or maintenance need with the correct asset, location and operational details.

Requestor details Asset and location Issue description Priority and urgency Images or attachments Initial request status
02

Review & Approval

The request is reviewed to confirm scope, urgency, safety impact and whether it should move forward as a controlled work order.

Request validation Priority confirmation Approval decision Scope clarification Responsible department Work-order conversion
03

Planning

Maintenance planners prepare the work by defining tasks, expected effort, safety requirements, materials and target completion.

Task list and checklist Estimated labour Required skills Spare parts and tools Safety instructions Planned start and finish
04

Assignment & Scheduling

The work is assigned to the correct technician or team and placed into the maintenance schedule based on priority and availability.

Technician assignment Team responsibility Planned date and time Shift or site coordination Workload visibility Status changed to assigned
05

Execution

Technicians complete the work, follow the defined tasks and record labour, parts, readings, findings and supporting evidence.

Work started and paused Labour time recording Parts issued and consumed Checklist completion Readings and measurements Photos and service notes
06

Completion & Review

Work results are reviewed to confirm that the job is complete, required information is recorded and the asset is ready for operation.

Completion notes Failure and cause details Final condition Supervisor review Outstanding follow-up Completion approval
07

Closure & Asset History

The work order is closed and all labour, parts, notes, findings and completion evidence become part of the permanent asset history.

Final work status Actual labour and cost Parts consumption history Asset maintenance history Downtime record Reporting availability

From reactive requests to controlled maintenance operations

Zyntrax gives each stage a clear status, owner and record so maintenance teams can reduce delays, repeated follow-up and missing information.

Ownership Clear Every stage has a responsible user or team.
Status Visible Know exactly where each job stands.
History Complete All activity remains connected to the asset.
Control Structured Approvals, assignments and closure stay managed.
Approvals & Control

Keep important maintenance decisions under control

Approval points can be used where required to maintain operational, financial and safety accountability.

01

Request Approval

Confirm the maintenance need, urgency and responsible department before work begins.

02

Planning Approval

Review scope, estimated labour, required materials and operational impact.

03

Completion Approval

Confirm the work is complete, information is recorded and the asset is ready.

04

Material Control

Track parts issued, consumed and returned against the correct work order.

05

Safety Confirmation

Record required checks, permits, procedures and safety completion evidence.

06

Follow-Up Action

Create additional work where inspections or completion findings require further action.

Roles in the Workflow

Give every user the right responsibility

Zyntrax supports clear role separation so requests, planning, execution and review can be managed by the appropriate people.

01

Requestor

Reports the maintenance issue and provides asset, location and problem details.

02

Supervisor

Reviews requests, confirms priority and controls work approval or escalation.

03

Planner

Defines tasks, resources, materials, dates and technical requirements.

04

Technician

Executes the work and records labour, parts, findings and completion evidence.

05

Store Team

Issues required spare parts and records stock movement against maintenance work.

06

Reviewer

Confirms completion quality, required information and final asset condition.

07

Manager

Reviews workload, overdue work, compliance, downtime and team performance.

08

Administrator

Controls users, permissions, workflow settings and operational master data.

Workflow Reporting

Turn every workflow stage into useful operational information

Because every stage is recorded, maintenance managers can review current status, completed history and improvement opportunities.

OS

Open Work Status

Review requested, approved, assigned, in-progress, paused and overdue work.

RT

Response & Completion Time

Understand how quickly maintenance issues are accepted, started and completed.

AR

Approval Records

See who reviewed, approved and closed maintenance activity.

AH

Asset History

Review all completed work, failures, parts, readings and supporting documents.

TW

Team Workload

Compare assigned work, active jobs and completion activity by technician or team.

FP

Follow-Up & Repeat Failures

Identify recurring issues and maintenance findings requiring additional action.

See the Zyntrax maintenance workflow in action

Share your current request, approval, planning and work-order process with us and we will demonstrate how Zyntrax can structure it.