Our new automated workflows help to optimise your operations by enabling your frontline workers to complete more thorough Inspections than ever before, without the hassle of learning a new system.

What you'll love about this new functionality

Sometimes the best level of guidance we can offer is prompting our teams in the moment. As part of our new Inspections experience, you’ll be able to ask for additional details using the logic option in each specific response set. You're now able to select from details like required evidence, notifications, or additional “clarifying” questions:

  1. Required evidence - prompting your inspector to input notes or media by default when a given response value is selected.
  2. Required action capture - requiring your inspector to create a corrective action off the back of a finding.

After setting workflows that you're happy with, you can now use our "bulk-edit" feature to add these logic changes to existing Inspection templates. Saving you the hassle of manually going through and making the change.

How our customers are using it

While there are a myriad of ways to leverage these features, however, here are some popular use cases that we've seen among our customers.

  • You want your frontline workers to immediately raise actions from failed items during an Inspection. Saving you time from having to manually create these yourself after that point in time.
  • You want to stay ahead of the kerb in your operations. Hence, you set required evidence on certain Inspection questions to then review the data later in Analytics to identify any trends that you think can optimised.

What are my next steps?

Visit our respective support articles to learn more about how to create required evidence and required action capture in your Inspection templates.

To learn more about how to use the "bulk edit" feature to apply these workflows at scale, visit our comprehensive support article.

These are just the first of many workflows we're looking to enable across the platform. Share your feedback with us by voting so that we can understand other workflows you may be interested in and how important they are to you and your teams.