Prioritise by severity and access, group into projects, track tasks through completion, and keep evidence attached to the same door IDs the inspection used.
PriorityProjectsTasksSign-off
Remedials only stay credible when every task still points at the inspection line that created it.
Triage
Register · outstanding
P112 doors · life safety critical
P228 doors · programme within 90 days
P39 doors · monitor at next visit
MergedDuplicates combined · one project per block
RiskAccess constraints flagged · night works
ClientSLA dates agreed · visible in portal
Without shared priority rules, every site manager ranks differently.
Agree P1/P2/P3 definitions in writing before programme boards go live.
Projects + tasks
Delivery view
ProjectScoped by building + date window
TasksLinked to original inspection lines
AssignmentsSubcontractor · access notes attached
StatusOpen · booked · done · evidence required
EvidencePhoto required before “done” on P1 items
PortalClient sees programme dates · not internal notes
Projects keep remedials visible from defect to completion.
Block-level projects reduce noise when the same contractor covers multiple doors.
Sign-off
Evidence pack
✓Photos of completed work on same door ID
✓Client acknowledgement where contract requires
✓Re-inspection scheduled if policy demands
✓Guide below: closeout pitfalls + FAQs
✓Re-inspection linked if policy requires second pass
✓Export pack regenerated after closeout
Sign-off belongs on the record — not only in email attachments.
Guide belowInspections →
If the client cannot see completion evidence in the portal, they will ask for email — undoing the workflow.