Can I assign follow-up tasks directly from site survey findings?

Yes, SiteSurvey allows you to create and assign follow-up tasks against individual findings within a survey. Each task is linked to the specific observation that generated it, so the assignee has full context about what needs to be done and where.

Tasks can be assigned manually by the reviewer during the approval process, or they can be created automatically by the workflow when certain conditions are met, such as a condition rating below a set threshold or a compliance flag being raised. This means routine remedial actions can be assigned without a manager needing to review every survey individually.

Each task carries a priority level, a deadline, and an assignee. The assignee receives a notification and can update the task status as work progresses. Managers can view all open tasks across a project or site from the resource management dashboard, giving a real-time picture of outstanding actions.

When a task is marked complete, the survey record is updated automatically. If all tasks arising from a survey are resolved, the survey can be set to close automatically, reducing the administrative burden of tracking completion across large programmes of work.