Inspections & Field Execution — CitiriOS
Solutions · Capability

Take readiness to the field — and bring back proof.

Run inspections, walkdowns, and trial checks on any device. Capture status, photos, and findings that become evidence candidates — and route failures straight into remediation.

InspectionsField Checklists FindingsRemediation
Activity List · Pre‑Energization Walkdown
Switchgear Room 1 / 3
Passed Essential
Grounding & bonding verified
Continuity within spec at all test points.
M. Okafor  •  Due: Today, 17:30
Overdue Failed
Arc‑flash labels present
A. Patel  •  Due: Today, 16:00
Note: Finding raised — remediation loop dispatched to contractor.
Not started Go/No‑Go
SCADA comms check
Unassigned  •  Due: Today, 18:00
Execution, not paperwork

A signed paper checklist proves a box was ticked. It doesn’t prove readiness.

Field work still runs on printouts, PDFs, and photos scattered across phones and inboxes — so findings get lost, re‑inspections aren’t tracked, and nothing traces back to the criterion it was meant to satisfy. CitiriOS executes the work in the field and captures proof candidates that flow into the readiness chain.

Paper & PDF checklists

  • A tick with no photo, no reviewer, no trail.
  • Failures noted on paper, then lost.
  • Re‑inspections and remediation tracked in someone’s head.
  • No link from the check to the criterion or gate it supports.

Executed & evidenced

  • Every item carries status, photos, notes, and an assignee.
  • A failure spawns a finding and a remediation loop automatically.
  • Re‑inspection and closeout are recorded end to end.
  • Results become evidence candidates against the right criterion.
The execution flow

From template to proof — with failures handled, not filed away.

One flow carries a check from a reusable template, through field execution and remediation, to a proof candidate ready to be accepted into the evidence chain.

01 · Template
Start from a standard
Reusable checklists for inspections, walkdowns, trials, and IST.
Owner
02 · Execute
Run it in the field
Pass / Fail / N‑A on any device, with photos and notes.
Field team
03 · Findings
Fails become findings
Each failure captured with severity and owner.
Tracked
04 · Remediation
Close the loop
Route to the responsible party, re‑inspect, close with a trail.
Looped
05 · Proof
Promoted to accepted evidence
Candidates accepted through Evidence & Gate Governance.
Evidence chain
01 · Execute anywhere

Built for the people doing the walk.

Hierarchical checklists — groups, sections, and items — that a field team runs on a phone or tablet, with the structure and rigor an inspection actually needs.

Any device, in the field

Execute on phone or tablet. Mark each item Pass, Fail, or N/A, with assignee, due date, and notes.

Photos as evidence candidates

Capture photos and files against each item — persisted as proof candidates, not stranded in a camera roll.

Structured hierarchy

Groups, sections, and subsections keep large inspections organized and consistent across teams and sites.

02 · Integrated systems testing

Witness the test campaign — and turn each script into evidence.

Integrated systems testing (IST / Level 5 / integrated testing) is performed by your commissioning agent and integrators. CitiriOS governs the owner’s side: witnessing the campaign, capturing per‑script results, and accepting them as the evidence a gate relies on.

  • I‑01
    Witness against the test script
    Run the witness checklist alongside the campaign — mark each script Pass, Fail, or N/A with witness, timestamp, and notes.
  • I‑02
    A failed script spawns a finding
    Feed straight into the same remediation loop — re‑test and close, with the trail intact.
  • I‑03
    Results become accepted evidence
    Witnessed results are promoted through the evidence workflow — not accepted just because the test ran.
  • I‑04
    An IST pass gates activation
    Tie the campaign to the RFS / beneficial‑use / revenue‑service gate as a Go/No‑Go criterion.

Delivery runs the test. You own the evidence.

The integrator proves the systems work together; the owner witnesses it, accepts the results, and lets the gate turn on them. A passed IST is proof for a decision — not the decision itself.

03 · Findings & remediation

A failure isn’t the end of a checklist — it’s the start of a loop.

  • F‑01
    Fail spawns a finding
    A failed item captures the issue, severity, and location — no separate defect log to keep in sync.
  • F‑02
    Route to the responsible party
    Open a remediation loop to the contractor or owner team accountable for the fix.
  • F‑03
    Re‑inspect and close
    Verify the fix on a follow‑up check; the finding closes only when re‑inspection passes.
  • F‑04
    Keep the trail
    Who found it, who fixed it, what proved the fix — retained end to end.

Essential & Go/No‑Go items hold the gate

An item flagged Essential or Go/No‑Go, when tied to a gate, attestation, or transition, blocks it until the item is satisfied — or formally accepted. Readiness can’t quietly move past an open critical check.

04 · Templates & governed roles

Standardize the check. Control who can do what.

Build once, run everywhere — and keep field execution governed with role‑based access, so the right people execute, review, and manage.

Reusable templates

Standardized checklists for recurring inspections, trials, commissioning/IST, transition activities, and field validation — cloned into a live list in a click.

Role‑based execution keeps field work governed:

Managerbuild & oversee Executor · Fullrun & submit Executor · Limitedassigned items Executor · Minimalview & update
The honest line

A finished checklist is not accepted evidence.

A completed item proves the check was executed. It becomes accepted readiness evidence only when it’s reviewed and accepted through the evidence workflow — so a ticked box never masquerades as readiness.

Execution produces candidates. People accept evidence.

Photos and results flow in as evidence candidates; they are promoted to accepted evidence — and can then satisfy a criterion or clear a gate — only through Evidence & Gate Governance.

Item executed Evidence candidate Reviewed & accepted Satisfies criterion / clears gate
Opti can suggest item classification and finding severity with cited reasoning — people execute, review, and accept; Opti never closes a finding or accepts evidence on its own.
Where it fits

Powered by CitiriOS. Connected to the launch.

Field execution is where readiness gets proven on the ground — feeding evidence, trials, and the requests that trigger inspections.

Get started

See a field inspection run end to end.

Book a demo built around your inspections, walkdowns, or trial checks — from template to finding to accepted evidence.

Activity Lists is a CitiriOS capability. A completed Activity List item is an evidence candidate, not accepted readiness evidence — proof is accepted through CitiriOS evidence and attestation workflows. Opti suggests and cites; people decide.