The Whole Inspection Pipeline for Operations Teams
The whole pipeline in one list, intake to completion.
The pipeline lives in inboxes, whiteboards, and someone's memory. You cannot answer 'what is waiting and why' without asking three people.
The main challenges
- No single view of open work
- Priorities invisible until something is late
- Handoffs by conversation, unrecorded
- Scheduling decisions made without qualification visibility
- Completion news reaching the office late
Their responsibilities
- Create and approve work requests
- Assign technicians and set dates
- Monitor the active pipeline
- Coordinate quotations with acceptance
The fragmented workflow today
Intake in one inbox, scheduling on a whiteboard, status in weekly meetings, reconciled by hand, every day.
The NDT Pilot workflow
One request list with statuses and priorities, a dashboard of the pipeline, and audit-trailed handoffs from intake to completion.
What they can see
- The full request pipeline with statuses
- Technician availability and qualifications
- Equipment calibration status
- Quotation status per job
- The dashboard pipeline at a glance
What they can do
- Create structured requests with scope, method, and priority
- Approve scope to authorize planning
- Assign certified technicians and schedule dates
- Advance statuses through completion
What information they receive
- A searchable pipeline instead of an inbox
- Job packages that reach the field complete
- Audit-trailed handoffs
The value
The pipeline answers for itself, what is waiting, on whom, and why.
What comes next: See the Work Requests module and the dashboard, then request a demonstration.
Example scenario
A coordinator opens the dashboard: two requests are New, one Approved is waiting on a technician, one report has been submitted for review. They approve the new requests, assign from the register checking methods, and nudge the reviewer, all before the morning coffee is cold.
Implementation requirements
Customer, site, and asset setup first; then run one real job through the cycle as the pilot.
The staged onboarding processSecurity and permission considerations
Operations users work within your tenant scope; administrative actions require the admin role.
Frequently asked questions
See also the platform comparison or the other role solutions (7 roles covered).
Request a demo focused on operations teams
The walkthrough shows the exact views and actions described on this page, using synthetic data.
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