Enterprise pattern
Inspections & visits
Inspections & visits cover property checks, estate walks, H&S inspections, business safety visits, and environmental inspections—where checklists, findings, and follow-ups must be tracked.
Improves consistency with standard checklists and required evidence.
Ensures follow-ups are not lost with clear actions and deadlines.
Provides audit-ready records of visits and outcomes.
When to use this pattern
Use this pattern when…
- You run recurring visits with consistent checklists.
- Findings trigger follow-up tasks and deadlines.
- You need evidence and audit trails for what was observed and done.
Not ideal when…
- The work is purely desk-based and better handled as requests/tickets.
- Cases require multi-stage investigation and legal enforcement controls.
Example workflows
Concrete journeys that commonly use this pattern:
Estate walk
Capture issues, assign actions, and track completion across teams.
- 1. Schedule visit
- 2. Complete checklist and log issues
- 3. Assign actions and deadlines
- 4. Verify completion and close
Business safety visit
Record findings and follow-up actions with clear deadlines.
- 1. Visit record created
- 2. Findings captured
- 3. Actions issued
- 4. Follow-up and closure
Sectors that use this pattern
How the platform implements this pattern
Case Cloud supports inspections with configurable checklists, evidence capture, and automatic action tracking—so follow-ups are owned, timed, and auditable.
Visit templates and checklists
Standardise what gets recorded.
- Checklist-driven forms
- Conditional questions for exceptions
- Photo/attachment capture
Actions and follow-ups
Turn findings into tracked work.
- Auto-create tasks from findings
- Deadlines and escalation
- Dashboards for open actions
Role-based benefits
Why each role should care about this pattern:
For Frontline Teams
- Clear checklists and less admin.
- Everything in one place: visit, evidence, actions.
- Clarity on what’s next and what’s overdue.
For Operational Managers
- Visibility of outstanding actions and bottlenecks.
- Consistency and quality across visits.
- Evidence for performance and compliance reporting.
Configuration & extensibility
Evolve checklists safely: templates, versioning, and governance controls to avoid chaos.
Governance controls that keep things safe
- Template libraries for visit types
- Role permissions for template edits
- Audit log of changes and outcomes
Case studies
Ready to apply the Inspections & visits pattern?
See how Case Cloud implements it with templates, workflows, SLAs, and dashboards.