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Workflow · EHS

Capture the walk on your phone, and the audit writes its first draft

Photograph a condition, record a short clip, or say what you see. Soter's Site Audit workflow reads each capture into the audit fields as a finding with its area and evidence, drafts the corrective action, and hands the result to the assessor to confirm and sign.

You bring
Whatever you capture standing in front of the condition: a photo, a short clip, or a spoken note about what you see.
You get
An audit where each capture sits as a finding with its area, its evidence, and a corrective action carrying an owner and a target date, with repeat captures of one condition merged into a single entry. The assessor sets the priority, fixes the wording, and signs.
SoterAI · Site Audit
Preview

Sign up to review the audit, assign corrective actions, and confirm the final version.

What the Site Audit workflow does

A facility audit is two jobs stitched together: the walk and the write-up. The walk is the easy half. The write-up is where audits stall, because every photo still has to be described, placed in an area, paired with an action, and typed into a report.

This workflow takes the second job. Capture the condition on the floor as a photo, a short clip, or a spoken note, and Soter reads it into the audit fields as a finding with its area and evidence attached, then drafts the corrective action underneath it. The assessor confirms the wording, sets the priority, assigns the owners, and signs.

Where site audits stall at scale

Three bottlenecks surface again and again across multi-site programs.

  1. The write-up backlog. The walk takes an hour, the report takes the rest of the day, so audits pile up unfinished and findings go stale before anyone acts on them.
  2. Inconsistent severity. Two auditors rate the same condition differently, so the report cannot be compared across sites and the riskiest findings do not always rise to the top.
  3. Missing context. A finding without its location, evidence, owner, or due date is difficult to close and harder to review later.

How the workflow runs

  1. Capture it on the floor. Photograph the condition, film it, or say what you see. The capture is the input, so there is no form to fill in the aisle.
  2. Soter fills the audit fields. Each capture becomes a finding with its area, its evidence, and a written description drawn from what the photo, clip, or note shows.
  3. Merge what repeats. Captures describing the same condition collapse into one finding, so a single issue is not counted three times.
  4. Draft the corrective action. Every finding gets an action, an owner, and a target date underneath it.
  5. Assessor confirms and signs. The assessor edits the wording, sets the priority, and signs the audit before it closes.

Who uses this workflow

  • Safety Professionals running scheduled audits across one or many facilities
  • Site supervisors closing out a walk on the same shift instead of carrying photos home
  • Multi-site safety leads keeping audit findings consistent and comparable between locations
  • Insurance loss-control consultants documenting site conditions on the carrier side

What you get when you sign up

  • Findings captured from photos, clips, or a spoken note on the floor
  • Audit fields written from the capture, with the area and evidence attached
  • Repeated captures of one condition merged into a single finding
  • Draft corrective actions carrying owners and target dates
  • An assessor review step standing between the draft and a closed audit

Frequently asked

Related workflows

  • Site audits use case
  • Hazard inspection workflow
  • Safety audits record
  • All workflows

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