Digital inspection checklists

Field teams complete structured checklists on a phone or tablet instead of paper forms, covering things like equipment condition, safety compliance, or site cleanliness. A Beam agent reads a completed inspection as soon as it is submitted, checking answers against the approved pass or fail criteria for that checklist. Where every item passes, the agent can close the inspection out with no further action needed. Any item marked as failed, or a checklist submitted with missing responses, is routed to a person to review before the site is signed off.

Issue capture with photos

An inspector can log a specific issue on the spot, attaching a photo and a short note describing what is wrong and where it was found. A Beam agent reads new issues as they come in, applying the approved rule for how each type of issue should be handled, such as which team gets notified for an electrical fault versus a cleanliness concern. This gets a problem into the right hands quickly instead of waiting for a report to be compiled later. Issues marked urgent, or ones without enough detail to act on, are routed to a person to follow up directly.

Corrective action tracking

Once an issue is logged, a corrective action can be assigned to a specific person with a due date, and its status is tracked until it is marked complete. A Beam agent watches these actions and sends a reminder as a due date approaches, applying whatever escalation rule the account has approved for overdue items. This keeps issues from quietly going unresolved after the initial report. Actions that pass their due date without being closed, or that get marked complete without supporting evidence, are routed to a person to confirm before the action is closed out.