Use case · Inspection rounds

From an inspection finding to the repair, without re-keying

The round agent checks every point on their phone: each non-conformity becomes a work order for the right provider.

Involves
  • Round agent
  • Facility manager
  • Service provider

What changes, in practice.

Today, without Task FM

The round agent walks the site with a sheet of paper. A fire door that won't close, a dead light: they jot it down, retype it the next day, and the provider hears about it two days later. On audit day, nothing proves the round was done.

With Task FM

  • A finding passed to the provider the same day, without retyping a line.
  • A PDF report per round, with photos and a sign-off page for the company and the provider.
  • The conformity rate over time, by round template.
  1. 1

    Start from the template

    The agent opens the round template in their phone's browser, with no app. The round starts with all its points pending, guided step by step.

  2. 2

    Check each point

    Each point is conforming or non-conforming. A non-conformity requires a comment, as many photos as needed taken with the phone, plus the location and the category of the problem.

  3. 3

    Close the round

    The round can't be finished while a point is unchecked. Once closed, it can no longer be edited. Every check is timestamped, with the name of who did it.

  4. 4

    One work order per non-conformity

    With the Work orders module enabled, each non-conformity becomes a work order (description, location, category, photo) and the provider for that category is notified by email. The round shows the work order number and status.

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Damien Dehoul

Founder, Task FM

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