Blueprint

Compliance checklist

Sectioned checklists worked in stages, a reviewer sign-off with a signature, and a change log that records who changed what on every record.

Inspections and checklistsFor operations · sales engineersIllustrative until verified
3
objects
3
forms
2
workflows
2
grids
10
screens
15
named operations

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What it builds

An auditor opens a checklist for a site and a period and works it in three sections: pre-check, execution, close-out. Every item records pass, fail or not applicable, and can carry an evidence photo. Submitting emails the Reviewers group; a reviewer signs off with a signature, and the record is done.

The part compliance people ask about first is the trail. The change log is on for checklists and sign-offs, so every edit is recorded row by row and readable later with get-instance-changelog.

The primitives map

  • Objects — cmp_checklists, cmp_items, cmp_signoffs. Real tables; the prefix keeps them apart from everything else in the account.
  • Forms — Checklist in three sections; Item with a multiple-choice result and an evidence photo; Sign-off with a signature.
  • Workflows — on submit, email Reviewers; on sign-off, email the auditor.
  • Grids — awaiting sign-off, oldest first; overdue this period.
  • Screens — ten: list, grid and form for each of the three objects, plus a review queue for reviewers only.
  • Groups — Auditors write; Reviewers sign. Buttons a group cannot use are hidden and rejected on dispatch.

The build, as an op-log

Fifteen operations, one of them update-form-settings to turn the change log on. publish-solution copies Current to Testing and Production in one shot, so hold the publish until reviewers have walked the working copy — after it lands, who sees the checklist is the Reviewers group, not an environment.

Starter prompt

Build a solution called Compliance Checklists with the prefix cmp. Create the groups Auditors and Reviewers first. Objects: Checklist (site, auditor, period, status), Checklist item (checklist, requirement, result as pass / fail / n-a, evidence photo, note) and Sign-off (checklist, reviewer, signature, signed at). Split the Checklist form into three sections — Pre-check, Execution, Close-out — and turn the change log on for checklists and sign-offs. Add a workflow that emails the Reviewers group when a checklist is submitted and a second that emails the auditor on sign-off, plus a grid of checklists awaiting sign-off, oldest first. Preview the diff before committing.

More stages? Add sections, not objects. More evidence types? Add fields to Item. The trail stays intact either way.

Screens (placeholders)

Screenshots pending [PLACEHOLDER: screenshots of the built app — sectioned checklist form, review queue, sign-off with signature]

Extend it

  • Add a PDF report on sign-off, generated by the workflow and emailed to the site owner.
  • Add a rulepack that makes the note field required whenever the result is fail.
  • Add a template that prefills a checklist with this period’s standard items.
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