Scopes and Triggers

Configuring Intelligent Automation

Scopes and triggers are the building blocks of workflow automation in asset management. Together, they define when automated actions should fire and what context they apply to, giving organizations precise control over their automated processes.

What Are Scopes?

Scopes define the boundaries within which triggers operate. A scope might be a specific location, department, asset category, or user role. By limiting triggers to specific scopes, organizations can create targeted automations that behave differently in different contexts.

Location-Based Scopes

A trigger that sends alerts when equipment leaves a warehouse might not be appropriate for a sales office. Location-based scopes ensure that automations apply only where they are relevant.

Category-Based Scopes

Different asset categories may require different automated responses. IT equipment might trigger a software audit on check-in, while lab equipment might trigger a calibration check. Category scopes enable this differentiation.

Role-Based Scopes

Some automated actions should only apply to certain user roles. Managers might receive different notifications than technicians for the same event. Role-based scopes enable appropriate information routing.

What Are Triggers?

Triggers are events that initiate automated actions. Common triggers include barcode scans, status changes, date thresholds, location changes, and inventory level alerts.

Event Triggers

A specific action such as scanning an asset, changing its status, or logging a maintenance event can trigger downstream automation.

Threshold Triggers

When a value crosses a defined threshold, such as inventory dropping below a minimum level or an asset reaching a maintenance interval, the system initiates the configured response.

Time-Based Triggers

Scheduled triggers execute at defined intervals to support recurring tasks such as inspection reminders, report generation, or compliance notifications.

Combining Scopes and Triggers

The real power emerges when scopes and triggers work together. A maintenance trigger scoped to critical equipment categories ensures that high-priority assets receive immediate attention while routine items follow standard schedules. This combination enables intelligent, context-aware automation.