Workflow
Audit Finding → Service Ticket
Turn an issue caught during an audit into tracked service work.
When to use
Anytime an audit surfaces a defect, mis-install, or compliance gap that needs action.
- Step 1Completed
Run the audit
Walk the site against the audit template.
- Step 2Completed
Capture the finding
Log severity, photos, and notes against the affected device.
- Step 3Active
Promote to ticket
From the finding, click Create Ticket and pick a priority.
- Step 4Pending
Assign and resolve
Assign to a technician; SLA timer starts on creation.
- Step 5Pending
Close the loop
On resolution, the audit finding flips to Resolved automatically.
Other workflows
Workflow
New Site Onboarding
Spin up a new site from contract signature to ready-for-field-work.
Workflow
Project Device Installation
From shipment to active status, the path a device travels during install.
Workflow
Device Failure Response
Investigate, restore, and document a failed device.
Workflow
Warranty Expiration Planning
Get ahead of out-of-warranty devices before they fail.