Forms & Workflows

Your process.
Your level of control.

Configure the details your teams capture and the path each record follows. From a quick observation to a multi-stage engineering review, HyBird adapts to the work.

Start with the essentials.
Add the detail that matters.

Choose the record, define its fields and set the status flow. An inspection can start with an asset, an owner and a result. More complex work can add evidence, technical review and sign-off.

Follow a simple record through a controlled maintenance process.

HyBird / Forms & WorkflowsStart simple. Add the control you need.

Capture the issue.

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Inspection / WO-0248In review

Transfer pump inspection

Process area · Transfer system

AssetP-204 · Transfer pumpLinked to the 3D model, drawings & history
Assigned toMechanical maintenance team
Inspection resultAttention requiredSeal condition requires follow-up
Priority & due dateHigh · Before next operating cycle
Permit referenceLinked operating permit
EvidencePhoto · Field observation · Checklist
Technical reviewMechanical engineering
Approval & sign-offMaintenance supervisor

Your fields. Your approvals. One record of the work.

A form that understands
the work behind it.

Templates define more than a page layout. They bring together the fields, linked information, ownership and progression of a record.

Connect asset references, drawings and supporting evidence so people can act with the context in view.

Inspection & field records.

Configure checks, readings, response options, photos and observations. Connect the form to the asset and the maintenance work.

Engineering documents.

Define document type, discipline, revision, site, classification and project details. Bring the review and issue process into the same record.

Work requests & approvals.

Capture priority, scope, ownership, dates and supporting information. Route work through the technical and operational checks it needs.

A quick field observation

Capture.
Assign. Complete.

Keep routine work light. Identify the equipment, record the issue and assign the next action.

Asset P-204Observation Seal requires inspectionOwner Maintenance team
Open → Assigned → Complete

A controlled engineering change

Review every step.
Retain the evidence.

Add the discipline, supporting records, technical review and approval responsibilities the change requires.

Change reference Engineering changeLinked information Asset · P&ID · EvidenceReview responsibility Engineering & operations
Draft → Technical review → Approval → Issue

Fit the software
to the way you work.

Bring us a form, a document template or a process that needs improvement. We’ll make the workflow concrete.

Talk to HyBird