Each user adopts a persona for the role they will play during the inspection. Color cues in team chat correspond to the column that each person is assigned to manage. If you need to leave the inspection for a break or a meeting, another user can take your place.
The front room Communicator captures inspection requests with a few keystrokes. You can even pre-stage requests days in advance.
The Assigner monitors the red column for new tasks, assigning each to a subject-matter expert and then moving it to the orange Fulfill column.
The subject-matter expert locates the correct document, uploads it to the Attachments panel, and then moves the task to the Ready Room Review column.
The Ready Room Reviewer monitors the yellow column for fulfilled requests, checks it, then moves it to Host Review, where the inspection host confirms that it is ready to be released to the Inspector.
The Inspector sees only released responses and documents from the Inspector Portal.
Color-coded chat reflecting user personas persists for the whole inspection.
Download request status
Download a .csv file with each request status, so you can calculate fulfillment metrics.
At any point, download a set of folders with all released documents for a permanent record of what the inspector viewed.