Findings

A recorded non-conformance on a visit checklist. It is not a Closeout blocker, not a work order, and not shown in the customer portal in V1.

Operations → Findings · /app/w/{workspace}/findings · capability forms · findings.view / findings.manage

Findings in the office. Sample data. Follow-up work orders are optional. A finding is not a Closeout blocker and does not create a work order by itself.

What a finding is

A technician uses Record finding while work is in progress. Copy in Field: Record a non-conforming observation linked to this checklist. This does not create a work order by itself. Every finding belongs to an appointment and a form instance. Office does not create findings. Empty state: Technicians record findings from a job checklist while work is in progress.

Action	Where	Permission
Record finding	Field only	field.jobs.execute + capability forms
List / open	Operations → Findings	findings.view
Resolve	Finding show (office or Field)	findings.manage / execute on the job
Create follow-up work order	Finding show (office)	findings.manage

Record a finding (Field)

1. Start work on the assigned visit.
2. Open Findings, or tap Record finding from the checklist. Describe the non-conformance. Severity: Minor / Moderate / Severe (or leave unset).
3. Optional: link a photo already on this visit. Photos attached to a finding cannot be deleted later (This photo is attached to a finding and cannot be deleted.).
4. Save. Status starts Open.

If the visit is already Completed: This job is closed. Findings can no longer be recorded here.

Lifecycle

OPEN → RESOLVED. Resolve needs a Resolution note. Confirm: Resolution is final. The finding cannot be reopened. Resolving does not complete a follow-up work order and does not Complete the visit or the work order.

Open findings do not block Complete appointment. Office can Complete the work order with Open findings.

Follow-up work (0..1)

Office button: Create follow-up work order. Confirm: This creates a draft work order. It does not schedule, assign, or resolve the finding.

• At most one follow-up work order per finding. The button is hidden once a follow-up exists.
• The new job starts Draft. Office must Open it before Field can see it.
• Title uses Follow-up: :description.
• Creating follow-up does not Resolve the finding. Resolve does not create a work order.

That is not a full CAPA / GRC module. If you need more work after the first follow-up, create another work order from Operations.

Office list

Filter: Status, Severity, Site, Asset, Open age (Open < 7 days / Open 7–30 days / Open > 30 days). There is no customer filter and no technician filter on this list in V1.

Customers never see this list in the portal. Frozen findings can appear on a service report PDF snapshot.

Related: Forms, Service reports.