From field finding to follow-through
Inspections that lead to action
The inspection is complete. The defect is still waiting in an inbox. Give each finding a ticket, keep its evidence close, and make the next decision visible.
LatchWorkflow connects automatic ticket creation, AI-assisted review, and approved corrective actions. Start with the forms and email your field team already uses.
One finding, one connected record
- 01
Capture the finding
An inspector sends a connected form or email with the observation and evidence.
- 02
Create the ticket automatically
Accepted intake becomes a ticket in the Triage Queue.
- 03
Prepare the next decision
Configured AI recommendations use ticket context; the reviewer checks the proposal.
- 04
Record the result
Approved plugin actions return their outcome to the ticket.
Inspection use cases
Give each finding a clear next step
Different teams collect different evidence. With a configured workflow, Latch can connect the finding to a ticket, a reviewer when needed, and the outcome of approved corrective work.
Detailed specialist example
Cathodic protection surveys
See how test-point readings, coordinates, photographs, and source files travel into engineering review. When corrective work and an approval gate are configured, a reviewer can approve the handoff and keep the returned work-order reference with the ticket.
Specialist field tools still handle offline collection, instrument capture, and GIS. Connecting their output to Latch requires a configured form or integration.
Follow the record
- 01
Field evidence
Keep the reading context and source files with the finding.
- 02
Engineering review
Make the reviewer decision visible on the ticket.
- 03
Corrective work
Record the approved request and the result returned by the connected system.
Other findings that need a decision
Use these examples to plan the evidence, reviewer, and downstream action each process needs.
Safety and EHS findings
Keep the observed hazard, location, photos, immediate controls, reviewer, and corrective work together.
Quality checks
Carry measurements, defect images, disposition notes, and an approved follow-up from the check into the work queue.
Facilities and equipment
Connect a condition finding to its site or asset, assign the next step, and retain the evidence behind the result.
Supplier and process audits
Record findings and supporting files, give remediation a named owner, and trace the review and outcome.
Build your inspection workflow
Start with the handoff that needs work
Use the guides to design the record, the tools to prepare it, and the walkthroughs to see how a review becomes action.
Workflow
Automatic ticket creation
Connect an inspection form or email to a ticket and give each finding a reviewable next step.
Open workflowWorkflow
Inspection audit trails
Keep the finding, evidence, reviewer decision, and corrective action on one record.
Open workflowGuide and download
CP inspection form checklist
Define the measurement context, evidence, review, and follow-up fields. Includes an editable checklist.
Open guide and downloadFree browser tool
Inspection report builder
Prepare findings, photos, corrective actions, and reviewer details. Export a PDF or JSON file without signing in.
Open free browser toolFeatured guide
Let the ticket start when the finding arrives
Stop copying the inspection email into a separate work queue. Learn how automatic intake creates the record and how intelligent recommendations prepare the next step for review.
Read the intelligent ticket creation guideWhat the guide covers
- Connecting inspection forms and inbound email.
- Keeping replies with the existing work and retaining source context.
- Separating automatic intake from AI recommendations and approval.
- Checking the complete path with one inspection finding.
See the record in practice
Cathodic protection walkthrough
Follow the synthetic TS-14 exception through readings, evidence, review, and the integrity work-order handoff.
Field operations walkthrough
Inspect the policy checks, operator decisions, and execution evidence in a fixed, read-only story.
Walkthroughs use synthetic records and require no sign-in. They illustrate the workflow, not a live engineering determination.
Continue with the inspection audit trail article and field operations: policy to proof.
Map the finding, the reviewer, and the next action
Bring one form or inspection email and the system that should receive the follow-up. Work through the intake, evidence, and approval steps.