Purpose
Trigger Conditions
2.2. Supervisor approval or sign-off event.
2.3. Checklist phase transition (e.g., from inspection to repair).
2.4. Scheduled maintenance interval reached.
2.5. Incoming sensor/IoT data confirming task execution.
2.6. New work order created or updated.
2.7. Status change on assigned tasks within maintenance management systems.
Platform Variants
• Flow: Configure automated flows using “When an item is modified” (SharePoint/List) and send Teams notification upon checklist completion.
3.2. Salesforce Service Cloud
• Workflow: Set up Process Builder to trigger case updates on checklist phase completion and escalate if overdue.
3.3. SAP Maintenance Management (SAP PM)
• BAPI/BADI Integration: Configure BAPI_ALM_ORDER_MAINTAIN to process checklist status and trigger alerts via SAP PI.
3.4. IBM Maximo
• Automation Script: Use MBO/Bean classes to update WO/Task status upon checklist activity.
3.5. Oracle E-Business Suite (eAM)
• Workflow Engine: On maintenance task status update, trigger workflow for digital record capture.
3.6. ServiceNow
• Flow Designer: Create flows for Work Order/Task table updates; auto-notify upon checklist milestone.
3.7. Jira Service Management
• Automation Rules: On custom field ‘Phase Complete,’ trigger transition and @mention inspector.
3.8. Slack
• Workflows: Slack Workflow Builder to notify channels upon checklist completion for each phase.
3.9. Twilio SMS
• Trigger: Use TaskRouter to send SMS reminders for unresolved checklist items.
3.10. Zapier
• Zaps: Triggered by Google Sheets/form tick-box, log actions in maintenance app.
3.11. Google Sheets
• App Script: On cell change (checked box), email supervisor and log time.
3.12. SendGrid
• API: Automated email update to QA for completed phases via single-send endpoint.
3.13. Monday.com
• Automation: Configure “When status changes to Done, notify people” across checklist columns.
3.14. Asana
• Rules: Set “Task marked complete—move to next section and notify owner.”
3.15. Smartsheet
• Automated Workflows: On row (checklist) status change, send approval request.
3.16. Airtable
• Automations: “When record matches condition” (phase complete) → create activity log record.
3.17. Notion
• Automations: Checkbox trigger to move maintenance card to next database.
3.18. Trello
• Butler Automation: On checklist complete, move card & create QA sub-task.
3.19. DocuSign
• API: Automatically request digital signature verification when phase checklist finalized.
3.20. HubSpot
• Workflows: Ticket workflow to assign next action; log checklist data in timeline.
3.21. Quickbase
• Pipelines: When phase checklist is marked complete in a form, trigger update in operations dashboard.
3.22. SharePoint
• Power Automate connector: Upon checklist completion, archive document and notify quality team.
Benefits
4.2. Improves audit trails and compliance tracking for maintenance phases.
4.3. Streamlines approval, escalation, and documentation flows.
4.4. Enables faster phase transitions and timely QA oversight.
4.5. Drives accountability via automatic notifications and digital signatures.
4.6. Enhances organizational visibility and operational efficiency for all maintenance activities.