Custom Facilities Field Audit Software
DragonPoint designed a custom field audit software to digitize and streamline facilities field assessments, replacing outdated paper processes. This system enhances accuracy, assigns corrective actions via CRM integration, and generates insightful accuracy scores. Join us in this corporate-wide initiative for efficient and informed decision-making.
DragonPoint’s client tasked us with creating an Audit System which allows the entry and tracking of Field Assessment questions by means of an audit tool format, replacing a paper system. The Field Assessment process would be utilized to capture and verify accuracy of location specific questions based on policies, procedures and regulations. Corrective actions would be identified as a result of the field assessment findings and the responsible person would be assigned the task through the client’s CRM system. The collection and tracking of the assessment questions will generate section accuracy scores and can assign the Field Assessment Reviewer (Account Manager) to conduct the schedule a field assessment. This is a corporate wide company initiative to identify areas of opportunities and risk. A few of the processes include:
- Managing multiple offices or facilities for appropriate risk assessment, HR, IT, OSHA, etc requirements. This may include items such as confirming locations of OSHA and Worker’s compensation posters, etc.
- Following federal, state, and local guidelines for HR, Workers Compensation, and other information postings as necessary
- Tracking and assigning field auditors to facilities and scheduling audits.
Why Choose Custom Field Audit Software?
Off-the-shelf inspection apps force your team to fit a generic checklist—but your policies, OSHA and HR requirements, scoring rules, and regulations rarely match a packaged template. DragonPoint builds custom field audit software with configurable forms that mirror exactly how your organization assesses risk across every facility.
Because it is built for you, the system can integrate with the tools you already use—assigning corrective actions through your CRM, syncing locations and personnel, and pushing findings into custom reports and accuracy scorecards for leadership.
It is part of a broader business process improvement approach: standardize how audits are scheduled, scored, and resolved so compliance and risk gaps surface early. If your audits overlap with claims review, see our custom medical claims auditing software.
Field Audit Software Functionality
Here are some examples of functionality included in DragonPoint’s Facilities Field Audit software solution:
Auditor Functionality
- Capture and verify accuracy of policies, procedures and regulations based on a specific sequence of questions. The field assessment captures information around sections or categories such as Risk Management, OSHA, Human Resources, Operations, and other industry specific items.
- Enter comments or upload images attached to each question in order to facilitate accuracy of reporting from within the facility.
- Generate section accuracy scores and assign reviewers or managers to conduct a scheduled audit assessment.
- Uses a list of questions with simple check boxes to answer the questions. Options to answer are Met, Needs Improvement, Unmet, Not Applicable, and Not Scored. The system administrator may set a value to each of the options such as 100, 60, or 0 impact on the final score. These values are used in the percentage of accuracy calculation.
- Provide an Executive Summary consisting of the total number of questions, percentage of accuracy and breakdown with a summary of key observations.
- Create a Corrective Action Plan to provide to the facility to facilitate minimizing the facility’s risk vulnerabilities.
Administrator Functionality
- Fully control the scoring and types of answers allowed for each question. They may add or remove questions and sections/categories as needed.
- Set risk levels used by the percentage of accuracy calculations. Percentage of accuracy is calculated based upon scoring of total questions answered, total met, total unmet, total not applicable and total not scored. For example, a “High” risk may be a percentage of accuracy score less than 69%.
- Modify the executive summary template at any point to include additional information or data.
- Upload images of posters and guidelines to facilitate the field auditor’s ability to assess the situation.
If your software requirements can’t be met by an out-of-the-box solution, call us at 321-631-0657 to find out more about how we can use our experience to design a custom software solution that exactly fits your business requirements.
Field Audit Software FAQs
Can the audit forms be customized for our policies and regulations?
Yes. The forms are fully configurable: administrators add or remove questions and sections—Risk Management, OSHA, Human Resources, Operations, or any industry-specific category—and set the scoring values behind each answer. The audit reflects your policies and regulations, not a generic checklist.
Can field auditors complete inspections on a mobile device in the field?
Yes. Auditors work through the question set on site, mark each item (Met, Needs Improvement, Unmet, Not Applicable, or Not Scored), add comments, and attach photos to any question—so findings are captured accurately at the facility instead of on paper.
How does the software track and schedule facility audits?
You assign auditors and reviewers to specific facilities, schedule assessments, and track section accuracy scores across every location over time—giving leadership a single view of audit status and risk across the organization.
Does it integrate with our CRM and other business systems?
Yes. We build custom integrations so corrective actions can be assigned and tracked through your CRM, and audit data can flow to the other systems your teams rely on.
How are accuracy scores and corrective actions handled?
Each audit produces a percentage-of-accuracy score and an Executive Summary with key observations, plus a Corrective Action Plan for the facility. Risk levels are configurable, and results can feed custom reports for management.
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