Quality & Compliance Workflows
Quality checks turned into tasks with owners and due dates, with a searchable record of who completed each one.
Quality records are scattered across clipboards and inboxes
Inspection sheets sit on clipboards, corrective actions travel by email and calibration due dates live in a binder. When a customer or auditor asks for a record, someone goes searching. Each recurring check becomes a task with an owner and a due date. The system reminds the owner, collects the completed record with the signer and date and escalates overdue items to the person named. Every record is searchable by item. A person signs off each closure.
What's included
- 01
Recurring checks
inspections, calibrations, training and safety reviews created on the schedule set.
- 02
Owners and due dates
every task assigned to a named person with a date.
- 03
Reminders and escalation
overdue tasks raised to the person named, on rules the client sets.
- 04
Corrective actions
findings turned into tracked actions, each with an owner, a cause and a due date.
- 05
Completed records
forms, readings and photos collected and stored with the signer and date.
- 06
Searchable history
every record found by part, equipment, date or person.
- 07
Audit trail
each change, sign-off and reassignment recorded with the time and the person.
- 08
Sign-off by a person
a person closes every task and approves every checklist change, and staff hold the off switch.
How it works
- 01
Procedure review
A walk through the checks run now, who owns each one and what record is kept, using the client's own procedures.
- 02
Setup
Checklists are built into tasks, forms and storage are connected and the reminder and escalation rules are set.
- 03
Supervised pilot
The workflows run beside the current records, and a person checks that each task, reminder and record matches.
- 04
Launch and support
They go live on the client's sign-off, with overdue items watched, rules tuned and a monthly report.
Industries
Industries served
Manufacturing & Machine Shops
Quoting, order entry, purchasing, job costing and quality records for job shops and small manufacturers.
Frequently asked questions
Does it write quality procedures for the business?
No. The client writes the procedures and checklists, and the system builds them into tasks and records. A person on the team approves each change to a checklist before it goes live.
Can it replace paper inspection sheets?
Yes, where the client chooses. Inspectors fill in the same checks on a phone, tablet or computer, and the completed record is stored with the signer and date. Paper can run alongside during the pilot.
Does it prepare a business for an audit?
It provides an organized, searchable record to show an auditor. What an audit requires depends on the standards and the people involved, and the system makes no judgment on that.
Who can see the quality records?
Only named people. Records stay in the client's own accounts. Every sign-off, change and reassignment is recorded with the time and the person, so the history can be checked later.