A year-end service review is useful when it distinguishes waiting from working. An open request may be waiting for a part, access, technical advice or an owner’s decision. Those situations need different next actions even if they share the same status in a dashboard.
Group requests by their blocker
Review the actual notes with the service coordinator. Record the next required action and the team responsible for it. Check whether equipment has moved since the request was opened and whether the current department contact is correct. Avoid closing an old request solely because it has been quiet. Silence does not establish that the issue was resolved.
Give carried work a clear handoff
Confirm what has been communicated to the facility and what still needs a decision. Link any follow-up request to its original history. For work awaiting a planned visit, review access and equipment availability again before scheduling. Summarize patterns only after checking the underlying records; several requests with similar names may involve entirely different problems or devices. Review records with no next owner before preparing the carried-work summary.
Practical takeaway
Carry forward a short list of blockers and owners. Close work only through the established process with an understandable outcome record.