Example workflow · Operations and supply chain
Field-service job readiness
Know what is missing before a crew is dispatched.
- Work covered
- Check a scheduled work order before sending a crew.
- Owner
- VP Field Service
- Human decision
- The VP Field Service decides whether to release, reschedule, return, or escalate the job.
- Starting measure
- Touches per case
Follow one case from start to decision.
Use the map to correct the workflow, connect each step to a source record, and mark what is missing.
Example
Field-service job readiness
What this workflow covers: Check a scheduled work order before sending a crew.
Your workflow map connects each step to its source records and marks missing information.
Starts with
A scheduled work order is nearing dispatch and something is unconfirmed.
Source systems
- Scheduling system
- Work-order system
- Inventory system
Review packet
Gather the work order, site and asset details, technician requirements, parts status, access notes, dependencies, and missing items under the job ID.
Owner
VP Field Service
Decision
The VP Field Service decides whether to release, reschedule, return, or escalate the job.
Starting measure
Touches per case
Start with the current number. Compare after the change.
What the sources show—and what they do not.
The labels below separate what the source records show, what needs a person’s judgment, and what remains unknown until review.
- Seen in source records
- Directly visible in a record, interview, example, or system.
- Working assumption—confirm with the owner
- A reasonable explanation that still needs to be checked.
- Not yet known—confirm during review
- Missing information that we will not turn into a guess.
What we would check.
- How a scheduled job enters readiness review.
- Where prerequisite status is checked or confirmed manually.
- How missing items are assigned and resolved.
- Where release or reschedule decisions are recorded.
What stays with the accountable person.
- The review packet does not make the final decision.
- The named owner sees the source records before deciding.
- The decision stays logged to the case.
- The VP Field Service decides whether the job can be dispatched.
Questions we need answered first.
Why this workflow may fit
The work repeats against a deadline, uses a stable work-order record, and has one person who releases the job.
- Which job ID stays consistent from scheduling through completion?
- What must be true before dispatch can release a job?
- Where do parts, skills, site access, and customer readiness live?
- Which gaps can someone resolve, and which require rescheduling?
The 3-Day Workflow Proof
Replace this example with work from your own team.
Bring 5–10 real examples and the rules a good employee follows. In three days, watch a working version handle the agreed test. If it fails, you owe nothing.