Operations & Project Management
Project Mobilization
Confirm every prerequisite — permits, procurement, crew — is actually satisfied before work starts on site, instead of discovering a gap on day one.
- Trigger
- Procurement and Crew/Contractor Assignment both report ready.
- Owner
- Project Manager
- Inputs
- Purchase/equipment status.
- Crew roster.
- Permit status.
- Required conditions
- Permits approved, or confirmed not required.
- Equipment staged.
- Roster confirmed.
Steps
- Check permitting status.
- Check equipment staged.
- Check roster confirmed.
- Confirm site access and safety readiness.
- Declare the project mobilized.
Decision points
- Is any prerequisite still open? → Hold mobilization and escalate the specific gap; don't start partially ready.
- Outputs
- Project marked ready for Installation.
- Handoff
- Lead Technician
- Failure / exception path
- A prerequisite is missing on the planned start date — the start is pushed, not started partially; the gap is logged for the Operations Manager.
Candidate system state transition
Project → READY_FOR_INSTALLATION
All prerequisites satisfied — the project may begin on-site work.
Documented for Phase 2 — no state machine exists yet.
Related system objects
Related lifecycle stages
Related standards
None yet
Related forms
None yet
Future automation opportunity
The highest-value early automation target: the system checks all three prerequisite flags automatically and gates the Installation stage from opening at all.
Required data
- Permit status
- Equipment staged flag
- Roster confirmed flag
- Mobilization declared date