TechAppForce

Approvals and back office

Compliance and audit checklists

Run recurring checks, capture evidence, and show auditors exactly who did what.

Book a demoSee how it runs
  1. Scheduled
  2. In progress
  3. Submitted
  4. Reviewed
  5. ClosedDone
PassedWaits for a personEvery move is kept in the record's history

The problem

What goes wrong today

Today
Checklists are printed, filled in by hand and scanned, or kept in a spreadsheet that anyone can edit. When an auditor asks for last quarter’s evidence and the sign-off, somebody spends days putting it together.
Who feels it: Quality, health and safety, and internal audit teams

How it runs on TechAppForce

A day with it, step by step

Amber steps wait in a person's work inbox; everything else moves on its own.

  1. Inspections are createdOn the first of the month, a chain of fitness clubs gets its safety inspections created automatically, one per club.
  2. An inspector walks the siteAt one club, the inspector fills in the checklist. A failed answer on fire exits opens extra questions, and she adds a photo.
  3. The finding is raisedThe fire-exit finding is marked high severity. The quality team is notified at once and a corrective action is created for the club manager.
  4. Review and sign-offSite manager, then qualityThe club manager reviews the inspection. Because of the high-severity finding, the quality lead signs off too.
  5. Audit dayThe auditor asks for the quarter’s evidence. The findings report and each record’s history show who did what, and when.
Illustration. The organisation and people are invented.

What gets configured

Settings you can read, change and release

No code for any of this, unless a rule truly needs it.

Records 4

  • Checklist template4 fields + history, files, comments
  • Inspection5 fields + history, files, comments
  • Finding5 fields + history, files, comments
  • Corrective action4 fields + history, files, comments

Stages 5

  1. Scheduled
  2. In progress
  3. Submitted
  4. Reviewed
  5. Closed

Automatic 3

  • ScheduleA scheduled workflow creates next month’s inspections from each template
  • NotifyA high-severity finding notifies the quality team by email and in-app straight away
  • WorkflowCorrective actions past their due date escalate to the site manager

Screens and reports 5

  • Inspection form with layout rules that show follow-up questions only when an answer fails
  • Kanban of corrective actions by status
  • Pivot table of findings by site and severity
  • Inspection report with findings and photos, as a PDF
  • Quarterly findings summary in Excel for the audit committee, sent on a schedule
Who approves, in detail

A submitted inspection goes to the site manager named on the record (record field strategy). Inspections with a high-severity finding also need the quality role. Each decision and comment is stored on the record’s history.

When the rules change

Bring your version of this.

A change a few months in is a reviewed release, not a rebuild. We will configure your version with you in a demo.

Book a demoAll use cases

Release: Checklist: site safety

Questions
Added: + First aid kit checked
Removed: - Visitor book signed
Frequency
Removed: - Quarterly
Added: + Monthly
  1. Developmentmake the change
  2. QAreview the diff, test it
  3. Productionpromote the release
Illustration.