Checklists & inspections
Model sections, items, weights, and rules. Run online or offline with evidence (photo, audio, video), signature, and geolocation.
Checklists and inspections with field evidence
SmartApp is the checklist and inspection app for regulated operations: offline execution, evidence per item, action tracking, and native SoftExpert Suite integration.
Product
Three pillars. One auditable operation.
From template to execution, from occurrence to closure — and from the field to SE Suite.
Action tracking
Record occurrences and nonconformances with type, priority, SLA, and owner. Track action, cause, response, and resolution on an auditable timeline.
SoftExpert integration
Connect checklists, responses, weights, and attachments to SoftExpert Suite — without manual re-entry and without breaking governance.
Applicability
Solutions for Your Industry
Examples by industry — standards, inspections, and field routines that Smart apps help standardize, evidence, and connect to governance.
Energy
Assets, inspections, and NR-13
NR-13NR-10NR-12ISO 55001ISO 45001ISO 9001
- Boiler and pressure vessel inspections (NR-13)
- Equipment and safety device checks (NR-12)
- Electrical and energized work checklists (NR-10)
- Asset inspection and maintenance routes (ISO 55001)
- Field HSE: PPE, permits, and area release
Mining
Mine, equipment, and HSE
NR-22NR-12NR-13ISO 45001ISO 14001ISO 55001
- Mobile and mining equipment inspections
- Pit face, blasting, and mine access checklists
- Conveyor, crushing, and containment structure inspections
- Mine HSE: PPE, energy isolation, and permits
- Contractor, vehicle, and area-release verification
Food & Beverage
Food safety, hygiene, and NR-13
FSSC 22000ISO 22000HACCPGMPNR-13BRCGSIFS
- Hygiene and GMP floor checklists
- HACCP critical control point monitoring
- Internal FSSC 22000 / ISO 22000 audits
- Plant boiler and pressure vessel inspections (NR-13)
- Line, cleaning, and sanitation inspections
- Inbound materials and traceability checks
Agribusiness
Certifications and process compliance
FAMI-QSGMP+GlobalG.A.P.RTRS
- FAMI-QS checklists for audits and evidence
- Hygiene, storage, and input traceability controls
- Process inspections and document conformance
- Field checks for agricultural certifications
- Quality routines in plants and warehouses
Chemicals
HSE and Responsible Care
Responsible CareISO 9001ISO 14001GHS
- Chemical area and storage inspections
- SDS / GHS labeling checklists
- HSE and Responsible Care audits
- Hot work and permit-to-work routines
- PPE and spill containment verification
Ports & Logistics
Operations, equipment, and safety
ISO 45001ISO 9001Operational inspections
- Lifting equipment and accessory inspections
- Port operations safety checklists
- Contractor and area access verification
- Vehicle, yard, and cargo inspections
- Process audits with photographic evidence
Infrastructure & Construction
Sites, quality, and safety
PBQP-HISO 9001ISO 45001NR-12
- Daily site logs and inspections
- PBQP-H quality and conformance checklists
- Jobsite safety and PPE inspections
- Equipment and scaffolding verification
- Document control and evidence by work front
Platform
From standard to signed field record
The team executes · the system proves it
Checklists and inspections with offline execution, evidence per item, and native integration with SE Suite. An unannounced audit leaves no time to reconstruct records — evidence is captured at inspection time, not the night before.
Standards and applicability
NR-13NR-12NR-10NR-35FSSC 22000FAMI-QSISO 9001ISO 14001ISO 45001HACCPNBR 14024GMP
Industries served
Energy
Mining
Food
Agro
Chemical
Ports
Infra
Checklist templates
Sections, items, response types, required fields, weights, and rules. Bulk import via spreadsheet.
Revision control
Current and draft versions kept separate, review cycles, validity with periodic revalidation, and full traceability.
Teams and scope
Individual, team, or company-level permissions with automatic propagation. Attributes by unit, area, project, client, and asset.
Five-tab dashboards
Checklist, team, occurrences, attributes, and map. Cross-filters and drill-down to individual instances.
Report builder
Custom templates with company branding, content selection, signatures, generation, and distribution.
Offline app
Local database on device, Quiz and List execution modes, automatic sync of responses, evidence, and occurrences on reconnect.
Evidence with markup
Photo, audio, and video per item. Markup on the photo itself — numbered pin with caption and freehand pen in six colors. Signature and geolocation at four levels.
Occurrences, action, and severity
Type and priority, response SLA and owner. Structured records for Action, Cause, Response, and Resolution with an auditable timeline.
SmartApp Foundation
Rules engine and weighted scoring · Formula-based calculated responses · Conditional responses · Geolocation per response, instance, evidence, and signature · Data isolation per company · Two-step authentication · Proprietary sequential numbering · Audit trail and revision traceability
Cloud
Public or dedicated
Enterprise integrations
Connects to the company's management systems
SoftExpert SuiteUser synchronizationNo data sent outside the client network
Platforms and languages
Where inspection happens
iOSAndroidWebPTENESFR
Capabilities
Key features
Everything operations need to create, run, and audit checklists — in the field and in management.
Custom digital checklists
Build templates with sections, questions, answer types, required fields, weights, and rules tailored to each operation.
Web and offline mobile execution
Run checklists in the browser or mobile app, even without internet. Answers, evidence, and data sync when connectivity returns.
Smart conditional answers
Configure questions that appear or disappear based on previous answers, creating simpler flows for each inspection.
Complete evidence
Attach photos, videos, audio, and documents directly to answers, with per-item control and later review.
Validation rules
Define when an answer requires justification, evidence, immediate action, an occurrence, or a document — preventing incomplete closures.
Weights and scoring
Assign weights to questions and answers to automatically calculate checklist scores.
Calculated items
Build calculated questions with formulas from other answers — sums, averages, and indicators at execution time.
Score evaluation
Classify the result into reusable ranges, with business text, color, and requirements for each interval.
Answer severity
Standardize evaluation impact with severity levels — low, moderate, high — and use them in occurrences and reports.
Occurrences and nonconformities
Record deviations, track nonconformities, and centralize key information for decision-making.
Reports and PDF
Generate PDF reports with inspection data, answers, evidence, and complementary information.
SoftExpert integration
Integrate checklists, answers, weights, and attachments with SoftExpert / SE Suite through automated flows.
Spreadsheet import
Import checklists, sections, items, rules, and users from spreadsheets, reducing manual setup work.
User and team management
Register users, roles, teams, and access levels, with credentials sent by email.
Customer and process configuration
Adapt checklists by unit, area, project, customer, supplier, item, SoftExpert process, and other business lists.
Traceability and audit
Keep a history of answers, evidence, instance status, and synced data for review and audits.
Mobile
Field execution, online or offline
Create custom checklists
Unlimited checklist creation for any purpose with a user-friendly interface.
Predefined checklist templates
Library of checklists for common use cases.
Online/offline accessibility
Use the app anytime, anywhere — even without an internet connection.
Validation and rules in the field
On mobile, the checklist guides answers with compliance, parameters, and automatic rules — requiring evidence, justification, or deviation when needed.
Button-based compliance
Fast answers (compliant, non-compliant, N/A) with a clear path to evidence, media, actions, and deviations.
Data validation
Answers with min/max parameters, out-of-range alerts, and blocked progress until the value is corrected or justified.
Automatic rules
When an answer triggers a rule, the app highlights justification, media, and deviation to keep traceability on the spot.
Evidence
Markup on photos
Annotate right on the image: numbered pin with caption and freehand pen in six colors. Evidence is clear for whoever handles the occurrence — no need to explain later.
- Numbered pin with caption
- Freehand pen in six colors
- Evidence ready for treatment and audit
Integration
From offline checklist to SoftExpert workflow
A complete flow — execution, synchronization, and treatments
- 1
Field capture
Your team records checklists online or offline in SmartApps Checklist — without losing pace, even without a connection.
- 2
Instant handoff
The treatment team is notified immediately and receives the activity ready in SoftExpert.
- 3
Governed integration
The integration opens the instance, organizes answers and evidence into grids, triggers NCs, emails, and attached reports — with end-to-end traceability.
- 4
Treatment with impact
In SoftExpert, treatment moves forward with Root Cause Analysis and an Action Plan — from field to decision in one flow.
How it works
Four steps in the flow
From field capture to governance and treatments in SoftExpert — no rework, with end-to-end traceability.
01
Execution and integration
Field teams execute the checklist in Smart apps. Answers and evidence are queued and synced with SoftExpert, with visible retries and status.
02
Portals
In SoftExpert, the SmartApp Checklist portal consolidates record KPIs and the list of synced checklists.
03
Instances
Each send opens or updates the Checklist Registration workflow, with data, history, an attached report, and email notifications.
04
Treatments
The responsible team receives the demand and handles nonconformities, justifications, actions, and evidence — including NC approval when required.
Applicability
One flow for different field operations
The same model connects those who record in the field with those who analyze, approve, and treat in the back office.
Inspections
Equipment, assets, safety, maintenance, and operational routines.
Audits
5S, quality, standards, suppliers, and compliance checks.
Service calls
Technical visits, occurrences, tickets, and field validations.
Services
Work orders, contractor execution, and proof of delivery.
Data collection
Surveys, measurements, research, and structured records.
SoftExpert flow
Checklist registration in BPMS
The workflow starts at registration, checks for NC, and routes to a closing message or to approval and nonconformity treatment.
Portals
Operational view in SoftExpert
Two portal axes: record monitoring with dashboards and the list of synced checklists.
Records and indicators
Charts by unit, user, checklist, category, and period — a management view of what was executed in the field.
Checklist list
Grid with SoftExpert ID, title, type, user, and registration date — a clear bridge between app and suite.
Instances
Workflow data in SoftExpert
The instance brings the checklist header, KPIs (nonconformity, incident, opportunity), unit, area, customer, and other synced attributes. The final report can be received as an attachment, with involved teams notified by email.
Grids and evidence
Checklist sections as grids
In SoftExpert, sections appear as separate grids. Each answer can open detail, justification, action, and photographic evidence.
Responses by section
Tables by category with order, item, answer (compliant / non-compliant), justification, action, and deviation.
Answer detail
Modal with question, answer, justification, action, user, and synchronization code.
Deviation and evidence
Deviation type and description, geolocation, and attachments with photo and caption — audit-ready evidence.
Attached report
A complete report received by the workflow
Once synchronization is complete, Smart apps generates the report and sends it as an attachment to the SoftExpert instance. It brings together execution data, summary, answers, deviations, evidence, and signatures.
SmartApp · Report
5S Assessment - Auditorium
Completed and synchronizedAudit Report 3 — 5S Assessment - Auditorium.pdf
Unit
Bahia
Area
Administrative
Type
Quality
User
Diogo Brizolara
Instance ID
3140
Revision
Rev. 5
22
Total answers
13
Compliant
3
Nonconformities
81%
Compliance
| Category | Answers | Compliance |
|---|---|---|
| SEIRI — Sort | 5 | 60% |
| SEITON — Set in order | 4 | 100% |
| SEIKETSU — Standardize | 4 | 75% |
| SHITSUKE — Sustain | 3 | 100% |
Answers and treatments
Is the office free of unused materials?
Compliant
Evidence attached · occurrence recorded · geolocation
Does the office have the appropriate amount of equipment?
Non-compliant
Ticket opened · justification and corrective action
The report may also include images, audio, deviations, geolocation, and signature/approval fields.
The team can also receive workflow and treatment notifications by email.
Integration history
End-to-end traceability in Smart apps
Without exposing the technical payload: track status (waiting, processing, completed, error), filter by instance, answer, or attachment, and open the timeline with SoftExpert IDs.
Instance
Workflow creation in SoftExpert with SoftExpert ID and SOAP timeline.
Answers
Processed answers sent item by item, with status and retries.
Attachments
Evidence synced as attachments, linked to the instance.
Plans
Personalized access based on your operation's needs.
| Feature / Plan | Basic | Start | Pro | Enterprise |
|---|---|---|---|---|
| Web users | up to 1 | up to 5 | up to 10 | Unlimited |
| Registered checklists | Unlimited on all plans | |||
| Checklists answered per month | 600 | 1,500 | 5,000 | On demand |
| Attachment storage (photos, docs, justifications) | 2 GB included | 10 GB included | 50 GB included | 100 GB included |
| Storage overage | R$ 2.00 / GB | R$ 1.50 / GB | R$ 1.20 / GB | R$ 1.00 / GB |
| Dashboard & Reports | Simple reports | Basic | Advanced + export | Custom reports |
| Mobile and Offline App | ||||
| Execution Route | — | — | ||
| Custom Response Flow | — | — | ||
| Calculated items | — | — | ||
| Score evaluation | — | — | ||
| Answer severity | — | — | ||
| Nonconformance (NC) Process | — | — | ||
| Action Plan (5W2H) | — | — | ||
| SoftExpert Integration | — | — | ||
| Support | Email (48h) | Email (48h) | SLA (24h) | Dedicated |
Contact
Request a SmartApp demo
Tell us about your checklist, inspection, and action-tracking operation. We will follow up with the best evaluation path.
85 4042-3967 — CE
11 3164-4675 — SP
comercial@tab.pro.br