InField - Task Centric Focus with Selectable Asset and Conditional Response Requirements

This product idea has a few parts to it that can be separated into different releases. The main focus would be to have a task centric form where we can select the asset and use the same checklist on it. The second focus is to have conditional customer response triggers based on responses provided. The third is to leverage AI to create a summary of the checklist (or parts of the checklist) in a standardized format that meets a customer’s needs. The main value of this is accelerated time to complete tasks and generate reports (less time writing) with tangential value towards analytics generated behind the responses made back into CDF’s contextualization engine. The task should end up residing with the asset selected and be used for the purpose of closing out a required inspection (PDF) back into that system or automatically passed through to it. 

As an inspector, I would like to be able to complete a generic task similar to this previous request (linked below) but with the addition of custom conditional response requirements that would trigger a required action including taking a photo or describing the damage in greater detail. GPS location functionality (tell the app where you are located) should also be logged to build out 3D views with lon/lat data when it is not yet populated. 

The checklist would be able to export to a PDF when completed to be logged into my inspection data management system and also store the data in a way that I can run analytics on all inspections completed with that checklist (or multiple checklists with similar formatting). 

I would also like the checklist to auto-generate AI drafted responses crafted to an initial prompts set up with the set-up of the checklist to accelerate my report writing time so I can spend more time inspecting and less time transferring insights from my paper checklist to the computer. The responses should be tailored to specific checklist items that are linked to that section and any prompt created to support it. 

The value that this provides includes the time savings from completing the inspection and automated report writing in addition to the analytics and insights gained to recommend focusing more time on certain equipment or inspections that show higher hit-rates. 

Future functionality could include linking events that are planned from the inspections data management system into the task (Event ID below). Also the ability to create a work notification with this task as a PDF linked to it automatically generated (based on deficiencies found). Another feature would be to have ‘workflows’ where a task flows from one-person to the next with ‘hold-points’ such as a final reviewer on the inspection before it is complete. 

Example Task: Pressure vessel external visual inspection checklist (Inspection Task 1.1)

Event ID: (link this to an event from the inspection data management system or manually enter)

Date: Auto populated

Name of vessel: (select from asset hierarchy, auto restrict if created with a feature to a specific asset type or unit)

Location: (3D configuration - get lon/lat data)

Inspection Details:

   - Is the name tag present: (Y/N)

   - Is corrosion (pitting) greater than 0.25” present (Y/N)

              - If a user selects (Y), prompt to take a photo and provide a description [each option should be able to be added independently (photo vs. description or both)]

   - more tasks as needed.

Summary: 

  - Create a paragraph that is consistent between all reports of this type with deficiencies noted

Signature: Sign with finger or mouse

Name: Matt

API Certification Number: User enter

• Generic Templates that can be linked to a specific asset on demand Gathering Interest
• 10 Votes