Streamline Operations with Smart Workflows

Challenge: Incidents get lost, miscategorized, or routed to wrong teams.

Severity selection triggers specific fields (P1 shows impact assessment, P4 skips it), upload photos or logs—AI document extraction pulls relevant details and populates fields, root cause dropdown + text area captures investigation, calculated SLA timer formula shows time remaining—dashboard displays open incidents ranked by priority.

Challenge: Spreadsheets can't track asset lifecycle or maintenance schedules.

Track assets with repeating section forms capturing location, condition, maintenance date, photos, and notes per asset. Upload purchase orders—document extraction auto-fills asset details. Search collected data with "Which equipment hasn't been serviced in 6 months?" via RAG analytics. Dashboard shows compliance status across all assets.

Challenge: Work orders get delayed due to unclear requirements or missing approvals.

Job type selection triggers specific fields (electrical work shows safety checks, plumbing shows water shutoff), technician captures time spent and materials in repeating table, photo upload for before/after evidence, completion status tracked with e-signature—analytics dashboard shows cycle time trends and identifies bottlenecks.

Challenge: Paper checklists are hard to track and audit.

Digital checklists with pass/fail fields, photo capture for evidence, failed items show corrective action text field requirement, inspector e-signature with timestamp creates audit trail—RAG analytics answer "What are recurring safety violations?" with citations to specific inspections. Dashboard shows compliance trends.

Challenge: Tracking vendor certifications and renewals manually is error-prone.

Collect vendor data with repeating sections for multiple certifications, upload insurance/licenses—document extraction auto-fills expiration dates and certificate numbers, performance scores captured periodically—ask "Which vendors have insurance expiring in 90 days?" via RAG analytics. Dashboard shows certification status.

Challenge: Access requests are slow and lack proper approval trails.

Location selection shows facility-specific fields, clearance level determines required approvals, justification text required for high-security areas, multi-stage approval workflow with e-signatures—complete audit trail with timestamps. Dashboard shows pending/approved requests by facility.

Challenge: Supplier audits generate mountains of unstructured data.

Audit checklist with scoring fields across quality, safety, sustainability criteria, upload audit reports—document extraction pulls findings into structured fields, corrective action items captured in repeating table—RAG analytics answer "Which suppliers have repeated quality issues?" with citations. Dashboard shows supplier risk scores.

Challenge: Missed calibrations cause quality failures and compliance violations.

Capture calibration readings, tolerances, and technician certs in structured form, out-of-spec results trigger quarantine action fields, photo upload for gauge readings, e-signature confirms accuracy—ask "Which equipment is overdue for calibration?" via RAG analytics. Dashboard tracks calibration schedule and compliance.

Challenge: Change requests lack impact assessment and approval trails.

Change magnitude selection triggers risk fields (critical shows impact assessment + rollback plan), multi-stage approval workflow with stakeholder, QA, leadership e-signatures, success/failure captured post-implementation—analytics dashboard tracks success rates and identifies failure patterns with citations to specific changes.

Challenge: Reactive maintenance is costly and causes unplanned downtime.

Preventive maintenance form captures service date, parts used in repeating table, technician notes, condition assessment with photos, hours-of-operation reading—analytics compare planned vs. actual intervals, identify equipment with frequent failures. Dashboard shows upcoming PM schedule and overdue items.