PLATFORM / Workflow Automation
Where every alert meets its owner.
A failed inspection, an overdue work order, an observation — each one is assigned, escalated, and tracked automatically.
■ No-code configurable rules turn any event into a communication, task, and additional action paths — with a full history of who did what, when.
What Workflow Automation does
The step after the finding, handled on its own.
Most systems are good at capturing a problem and bad at making sure someone does something about it. Workflow Automation closes that gap: any event in the platform — a failed inspection, a form submission, a threshold breach — can trigger a task, an assignment, a notification, or an escalation, without anyone manually routing it.
Rules run on conditions you set — asset criticality, location, requirement type — so the right person gets the right task, and nothing sits unassigned.
Where a finding meets its follow-up.
HOW IT WORKS
Every event that matters moves through the same four stages — configured once, applied every time.
01 — RULES
Rules & triggers
Define what counts as an event worth acting on — a failed check, a missed threshold, a specific answer on a form — and what should happen next. No code required to configure a rule.
02 — ASSIGNMENT
Assignment & routing
Tasks route to the right person automatically — matched by role, location, or who's on shift — instead of landing in a shared inbox and waiting for someone to claim them.
03 — ESCALATION
Escalation paths
If a task isn't acted on in time, it escalates on its own — to a supervisor, then a manager — following the path you define. Nothing quietly ages out past its deadline.
04 — HISTORY
Full audit trail
Every automated action is logged — who was assigned, when it escalated, who closed it out. When the auditor asks who knew what and when, the answer is already written down.
Built for your work
Wherever something needs to happen next.
Failed inspections
A failed check becomes an assigned repair task the moment it's submitted — no manual triage.
Overdue work orders
Work orders approaching their due date notify the assignee, then escalate automatically if they slip.
Regulatory deadlines
Compliance submissions route for review and sign-off automatically as their due dates approach.
Connects to
Every module can trigger a workflow.