WorkflowAsset Management & Maintenance

Inspection Finding Triage

Inspection Finding Triage: every defect found becomes a work order with a due date, and no crew is sent twice

Every defect found becomes a work order with a due date, and no crew is sent twice.

See one case, screen by screen ↓
demo23of 23make-safe findings in 90 days raised as 24-hour jobs within the hour, the duty supervisor paged every time
demo512sightingsadded to a job already open instead of becoming a new one — 15.0 % of 3,412 findings in 90 days, no second crew sent
demo0findings without a due date, of the 3,412 received in the last 90 days
demo94%of 30-day jobs done on time in the last 90 days — 218 of 232, each clock watched hourly
The problem

Why inspection findings sit unactioned, or get raised twice

A utility inspects its network all year: foot patrols, drone flights, substation thermography, wood pole testing, contractor surveys and water pump-station rounds. Each one sends back findings — a photo and a note saying something is wrong — as field-app forms, contractor PDFs, spreadsheets and folders of images. Someone has to read every one, work out which pole or plant item it is, look for an open job, set a priority from the defect matrix and type a corrective work request. On a patrol day that is 30 to 60 findings for one planner.

So findings wait in inboxes and contractor portals. Some are never raised. Others are raised twice, because the same cracked insulator was seen by a line patrol in September and by a drone in October, and a second crew goes out. Worse, the second photo often shows the defect getting worse — a crack now tracking — but the first job keeps its old, slower date. Regulators audit open defects against their due dates, and a known Level 1 condition sitting in a queue is the failure every audit and incident report looks for.

typical1,442latecorrective notifications completed past their scheduled date in one division over three years, found by a state regulator's audit
typical1,766past duepast-due work orders counted in the same regulator's 2020 audit of one transmission area
typical$250–500a visitfor a utility truck roll — the cost of every duplicate crew sent to a defect already on a job
Where a routine finding's days go, from inspection to a dated work requestestimated
By hand6.5 days
With the solution0.7 days
  • Waiting in an inbox or contractor portal3 → 0 d
  • Reading the form, PDF or photo and finding the asset in the register1 → 0.1 d
  • Searching the open work orders for a job already raised0.5 → 0.0 d
  • Setting the priority and due date from the defect rules0.5 → 0.0 d
  • Writing the corrective work request0.5 → 0.1 d
  • Planner review and send to work management1 → 0.5 d

Estimated split for one routine finding from a patrol, drone or contractor report, in working days, by hand and with the solution. A make-safe is handled within the hour.

How it works

How a finding moves

Seven specialist agents read, locate, prioritise, de-duplicate and draft every finding; the maintenance planner decides and sends.

What comes in
Findings in5 inspection types · patrols, drones, pole tests, thermal, water rounds
Agents at work
Report readerone finding each
Then
Photo inspector
Asset matcher
Then
Severity assessorrule + due date
Then
Duplicate checkeropen job? evidence added
Then
Work request writer
Clock watcher
A person decides
Maintenance plannerdecides and sends
What comes out
Work request sent
Evidence on the open job
Due date watched
One case, step by step

One morning's findings, from the overnight inspections to a dated job

Lumina Utilities runs electricity and water in its Northern network from the Wexmoor depot. On Tuesday, October 13, 2026, at 07:40, maintenance planner Elena Marsh opens Inspection Finding Triage. Here is what happened overnight and what she decides, screen by screen, in the working solution.

  1. 0107:40

    46 findings since 17:30, already sorted by their clocks

    Elena Marsh · Maintenance planner, Northern network

    Since Elena left yesterday, 46 findings arrived from 5 inspections. Each one was read, tied to its asset, given a priority from Lumina's rules and checked against 1,284 open work orders before any job was drafted. They sit in six lanes: Make safe · 24 hours (2), Within 30 days (12), Within 6 months (15), Next planned visit (6), Already open · evidence added (8) and Needs a look (3).

    “35 work requests drafted · 2 sent · 8 added to open jobs · 3 need a look · 0 without a due date”

  2. 02Overnight

    Five deliveries split into findings, each with its measurement

    Report reader

    Kestrel Ridge Aerial's drone patrol of the WX-33 Wexmoor–Halden 33 kV line — 212 images and a flight log — became 19 findings in 11 minutes. Oakline Pole Testing's 22-page PDF with a sheet of 88 poles became 14 in 1 minute 40 seconds. Ferrow Thermal Services' 38-page thermography survey of Halden Cross 33/11 kV substation became 6. Five patrol forms from Lumina line crews and the Tarn Hill pump-station inspection add the rest.

    The report reader never invents a measurement that is not in the report, and every finding keeps a link to the page or frame it came from.

  3. 03Oct 12, 18:09

    A hot clamp goes straight to make safe

    Severity assessor and Clock watcher

    F-10421, image IR-0131: the red-phase palm clamp on 11 kV disconnector DS-4 is at 96.4 °C against 35.2 °C on the yellow phase — a 61.2 K rise at 58 % load. Rule TH-1, over 40 K between like components, makes it a 24-hour make-safe. The clock watcher paged the duty supervisor at 18:10; Tom Adeyemi confirmed at 18:22, a substation crew is booked for 08:00 and switching schedule SS-HC-1014 is issued.

    Drafted task, WR-26-07726: “Make safe: move Section 4 load to CB-9, isolate DS-4 and re-make the red-phase palm clamp”

  4. 04Every finding

    Checked against 1,284 open work orders before a job is drafted

    Duplicate checker

    Replayed on the board, each finding is dealt into its lane as it arrived. F-10418 — drone frame 0147 over pole WX-33/117, a cracked insulator with carbon tracking found at 11:42 — stops before it lands while the duplicate checker searches the open jobs on the same asset and component.

    “Duplicate checker · F-10418 → WO-418833 · same pole tag · 4 m apart · same phase B insulator · 97 % match”

  5. 05Already open

    A 97 % match with a job Gareth raised in September

    Duplicate checker

    WO-418833, “Replace cracked insulator, phase B”, was raised on Sep 22 by Gareth Lyle from a foot patrol: 6 months, due Mar 22, 2027, planned, no crew. Same pole tag, GPS 4 m apart, same phase B pin insulator. No new job is raised; the drone photo is added to WO-418833 as evidence. But the defect is worse now: Gareth's photo showed a hairline crack with no tracking, and the drone frame shows tracking down two sheds.

    “F-10418 matched WO-418833 at 97 %. No second job was raised and no second crew will go.”

  6. 06One click

    Elena raises the open job to 30 days

    Elena Marsh · Maintenance planner

    Rule IN-2 puts an insulator cracked with carbon tracking or flashover marks at 30 days, so the duplicate checker proposes raising WO-418833 from 6 months to 30 days, due Nov 11. It cannot change the job itself. Elena compares the two photos side by side and raises it; Gareth is told his job moved up, and both photos stay on the job.

    “WO-418833 raised to 30 days by Elena Marsh · due Nov 11.”

  7. 07Needs a look

    Three findings wait for a person, with the reason

    Tom Adeyemi · Inspection supervisor

    F-10414 is a drone frame soft from wind: a line across the second shed of phase A on WX-33/127, crack or shadow, at 0.58 confidence — under the 0.80 threshold, so it does not sit on its own. F-10435 has no pole tag and a GPS fix between two poles 11 m apart. F-10444's note names WX-35/216 but the photo's tag reads WX-35/215. Tom settles each one.

    Choices on F-10414: “It is a crack · 6 months” · “Ask Kestrel Ridge to re-fly pole 127” · “No defect · close”

  8. 08Overdue

    A patrol sighting brings an overdue job back to the top

    Duplicate checker and Clock watcher

    Priya Shah's patrol form, F-10443 — “Crossarm soft at the phase C end, getting worse” — matches WO-418520, raised on Aug 14 at 30 days for WX-35/212 and now 30 days overdue with no crew booked. The sighting is added as evidence and the job is escalated to Elena. The work orders list shows every open corrective job with its clock and the evidence added overnight.

    “WO-418520 · Replace crossarm + F-10443 · Overdue 30 days · no crew booked”

  9. 09Sent

    The 30-day lane goes to work management in one pass

    Elena Marsh · Maintenance planner

    Each drafted request carries the task, crew, materials, outage need, the marked photo, the map position and the due date — “Replace the crossarm and king bolt”, “Cut back the vegetation to 3 m clearance”, “Replace the pole; mark it ‘no climbing’ until replaced”. Elena reviews the lane and sends the 12 requests, all due Nov 11. Nothing goes to the work management system until she does.

    “12 work requests sent to work management · WR-26-07711 to WR-26-07740”

  10. 10Every hour

    Every due date watched until the job is done

    Clock watcher

    The clock watcher checks every open job and finding against its due date each hour, alerts the planner 7 days before a 30-day job is due and lists what is at risk or overdue — the Tarn Hill kiosk door, 4 days overdue with a crew booked Oct 14; the Kellby reservoir roof hatch, due Oct 27 with no crew. Over 90 days: 23 of 23 make-safes raised within the hour, 94 % of 30-day jobs on time and 0 findings without a due date.

    The clock watcher never extends a due date.

Who it’s for

Built for everyone between the inspection and the crew.

The same morning's findings, seen by the four people who own them — what their week looked like, and what it looks like now.

EM
Elena MarshMaintenance planner, Northern network · plans corrective work for 2 circuits and 3 substations
Maintenance planner
Before
30 to 60 findings on a patrol day, read one by one. “I spend my morning finding out which pole a photo is, and whether we already have a job for it.”
Now
Opens a board already sorted by clock, with every work request drafted and every repeat sighting on its open job. She decides, raises and sends.
TA
Tom AdeyemiInspection supervisor · owns the inspection programmes and confirms every make-safe
Inspection supervisor
Before
Owns the inspection programmes, while urgent defects wait for someone to open the inbox. “A hot clamp at 96 degrees can't wait for Elena to get to her inbox.”
Now
Is paged the moment a make-safe is found, confirms it and books the crew, and settles the findings that need a look — each with the reason.
RV
Rahul VenkatAsset engineer, overhead lines · owns the defect priority rules
Asset engineer
Before
Owns a defect matrix that planners apply by hand, one finding at a time. “If someone lowers a priority, I want to know who and why.”
Now
Sees each rule with how often it was used, approves every downgrade and rule change, and tests a change against the last 90 days first.
GL
Gareth LyleLine crew lead, Wexmoor depot · patrols on foot and raises jobs from his phone
Line crew lead
Before
Reports defects from his phone on foot patrol; a job keeps its first date even when the defect gets worse. “I reported that insulator three weeks ago.”
Now
His September job gets the drone photo as evidence and moves up to 30 days — and he is told.
Built on the engine

7 agents. Each with one job, and hard limits.

Seven specialist agents read, locate, prioritise, de-duplicate and draft every finding; the maintenance planner decides and sends.

Report reader

Reads patrol forms, contractor PDFs, spreadsheets and photo metadata, and splits each delivery into separate findings with their measurements, the inspector's words and the time found.

  • Never invents a measurement that is not in the report
  • A finding keeps a link to the page or frame it came from
Photo inspector

Finds the component and the defect in each photo or thermal image, marks it on the image, compares it with the inspector's note and says how sure it is.

  • Never decides a make-safe alone: the supervisor confirms
  • Below 0.80 confidence, or when the photo and the note disagree, a person decides
Asset matcher

Ties each finding to one asset in the register — by pole tag first, then GPS within 15 m on the named circuit.

  • Never guesses between two assets within 15 m; asks a person
Severity assessor

Applies Lumina's defect priority rules and modifiers — the fire-risk area and a repeat on the same component — and sets the priority and due date with the rule that decided it.

  • Never lowers a priority set by an inspector
  • A downgrade needs the asset engineer
Duplicate checker

Checks every finding against the open work orders on the same asset and component; adds a match to the job as evidence and proposes a faster priority if the new evidence is worse.

  • Never closes, cancels or re-prioritises a job itself
  • Every merge records its reasons: tag, distance, component, defect
Work request writer

Drafts the corrective work request in the depot's words: task, crew, materials, outage need, the marked photo, the map position and the due date.

  • Never sends to the work management system without the planner
Clock watcher

Watches every open finding and job against its due date each hour, alerts the planner before the clock runs out and pages the duty supervisor at once for a make-safe.

  • Never extends a due date
Maintenance planner

Decides and sends. The agents propose; a named person decides.

Ask in plain words

Ask about any finding, job or rule, in plain words

Ask about any finding, job or rule, or say what to change. Every answer points to the finding, the job or the rule behind it.

Why did F-10418 go onto an existing job instead of a new one?

Because WO-418833 is already open for the same defect on the same insulator. The drone frame and Gareth Lyle's September patrol photo share the pole tag WX-33/117, are 4 m apart by GPS, and both show the phase B pin insulator cracked: a 97 % match. The drone photo was added to the job as evidence. It also shows carbon tracking, which rule IN-2 puts at 30 days, so a raise from 6 months to 30 days is proposed. That is your decision.

Which make-safe jobs need a crew today?

Two, both due today. DS-4 at Halden Cross: red-phase clamp at 96.4 °C, 61.2 K above the yellow phase, due 14:20; Tom Adeyemi confirmed it at 18:22 and a substation crew is booked for 08:00. Moor Lane footpath: phase C 4.9 m over the path against a 5.8 m minimum, due 15:52; the line crew is booked for 08:30 and the path is to be barriered first.

Show everything on pole WX-33/117

WX-33/117 is a 1984 wood pole on WX-33 with one open job, WO-418833, and two sightings of the same phase B insulator: Gareth Lyle's patrol on Sep 22 and drone frame 0147 yesterday. Its last pole test, in October 2023, gave 64 % remaining strength.

Make vegetation within 1.5 m in the fire-risk area a make-safe

Drafted as rule VG-1F: vegetation within 1.5 m of a live 33 kV conductor inside the fire-risk area becomes a 24-hour make-safe. Over the last 90 days it would have moved 9 findings, all on WX-33 between poles 120 and 128. Rule changes need the asset engineer, so it is waiting for Rahul Venkat. Nothing changes until he approves.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The triage boardOvernight findings in six lanes by clock — make safe, 30 days, 6 months, next visit, already open and needs a look — each with its photo, asset, due date and drafted work request.
InspectionsWhat came in since yesterday — patrol forms, drone images, a pole test report, a pump-station inspection and a thermography survey — and the programmes that send findings.
A make-safe findingThe thermal image marked at 96.4 °C, the inspector's note, rule TH-1, the drafted work request and how each agent sorted it, with times.
Checking for an open jobReplay of the overnight sort: a drone finding waits while 1,284 open work orders are checked for the same asset and component.
Already open, evidence addedThe open job and the new sighting side by side — photos then and now, the 97 % match and the proposal to raise the job to 30 days.
Priority raised by the plannerWO-418833 raised to 30 days by Elena Marsh, due Nov 11; the crew lead is told and both photos stay on the job.
Needs a lookA blurred drone frame at 0.58 confidence goes to the inspection supervisor, with the reason and three ways to settle it.
A lane sentThe 30-day lane sent to work management in one pass — 12 work requests, each with photo, place, crew and due date.
Open corrective work ordersEvery open job with its priority, due date and status, the evidence added overnight, raises proposed and the overdue jobs.
The network mapFindings on the WX-33 and WX-35 circuits, Halden Cross and Wexmoor substations and the Tarn Hill and Kellby water sites, pinned by priority, with the fire-risk area.
ClocksThe clock watcher's list of jobs at risk and overdue, and the on-time measures for the last 90 days.
Defect priority rulesLumina's rules by group — public safety, thermal, insulators, poles — with their clock, basis and use over 90 days, and the modifiers applied after them.
Your settingsPriority clocks, the open-job check, who decides, the photo confidence threshold and the connected systems.
Governance

Every priority cited, every decision named, every clock watched.

Every priority cites its ruleEach finding shows the rule that set its priority and due date — TH-1, IN-2, PL-2 — with the basis behind it, and keeps the original photo, frame or report page it came from.
Every merge records its reasonsWhen a sighting is added to an open job, the match facts are kept with it: pole tag, GPS distance, component and defect, and the photos then and now side by side.
A make-safe reaches a person at onceA make-safe pages the duty supervisor by phone and text the moment it is found, and a person confirms it and books the crew. No agent decides a make-safe alone.
Agents never lower, close or extendAgents never close, cancel or lower the priority of a job, and never extend a due date. A faster priority on an open job is only proposed; the planner decides.
Named people decideThe planner sends work requests and accepts priority raises; the inspection supervisor confirms make-safes and settles Needs a look; only the asset engineer approves a downgrade or a rule change, with the 90-day test result kept with the approval.
Every step on the audit trailEach agent step and each human decision — who confirmed a make-safe, who raised a job, who sent a lane, who approved a rule — is recorded with its time, and so is every change to the settings.
Configuration

Your defect priorities and clocks, not ours

The correction clocks, the open-job check, the confidence threshold and who decides are settings for each network, and every change is recorded in the audit trail.

SettingDefaultChoose from
Make safe24 hoursPages the duty supervisor at once
Within 30 days30 daysAlerts the planner 7 days before
Within 6 months6 monthsAlerts the planner 30 days before; next planned visit adds the finding to the next inspection of that asset
Look for open jobs onSame componentSame component · Same asset
Distance15 mGPS between the sighting and the asset
Match needed to add as evidence90 %Below this, a person decides
When the new evidence is worseOnPropose a faster priority to the planner
Photo confidence0.80Below this, the finding needs a look
Connections

Works with the inspections and systems you already run

Work management systemwork requests out, open corrective jobs in every 10 minutes
Asset register and network mappoles, substation plant and water assets with position, age and last test
Contractor portalsdrone images and flight logs, thermography reports, pole test sheets
Field apppatrol forms from line crews, with photos and GPS
Defect priority rulesyour conditions, clocks and modifiers, owned by the asset engineer
Inspection forms and reportsPDFs, spreadsheets and photos, each finding linked to its page or frame
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
< 1h
from a make-safe finding arriving to a 24-hour job, with the duty supervisor alerted
In an inboxnext working day
With agents≈ 5 min
estimated
$620K
a year in duplicate crew visits not sent: repeat sightings go onto the open job
15 % already open
512 of 3,412 findings in 90 days
target
0
known defects without a work request and a due date, each clock watched
46 of 46 findings
dated by 07:40

“demo” = seen in the working solution, on its sample network data · “target” = the design goal, measured in the live solution · “estimated” = our arithmetic or estimate, inputs shown · “typical” = published figures: CPUC Safety and Enforcement Division audits EA2014-032 (1,442 corrective notifications completed past their scheduled date in one division over three years) and TA2020-884 (1,766 past-due work orders in one transmission area); truck roll $250–$500 (S&C Electric, via Ventavid). The estimated $620K a year in duplicate visits not sent = 13,800 findings a year × 15 % already on an open job × $300 a visit. Regulatory context: CPUC General Order 95, Rule 18 (correction clocks); ANSI/NETA MTS Table 100.18 (thermal bands). Lumina Utilities, its people, contractors, assets and records named on this page are fictional — characters and sample data in the working solution.

Questions

What asset and maintenance teams ask us.

What is inspection finding triage?

It is the work of turning every inspection finding — a patrol photo, a drone frame, a pole test result, a hot spot on a thermal survey — into a decision: which asset, how urgent, is there already a job, and when must it be fixed. Inspection Finding Triage does that with seven agents and drafts the corrective work request; the maintenance planner decides and sends it.

How does inspection finding triage software work?

The report reader splits each delivery into findings with their measurements. The photo inspector marks the defect and its confidence, the asset matcher ties it to the register by pole tag and GPS, and the severity assessor sets the priority and due date from your rules. The duplicate checker searches the open work orders, and the work request writer drafts the job with photo, place, crew and due date.

Does it raise duplicate work orders for the same defect?

No. Before any job is drafted, each finding is checked against open work orders on the same asset and component within 15 m. A match of 90 % or more is added to the existing job as evidence instead of a new job; below that, a person decides. In the sample network, 512 of 3,412 findings in 90 days went onto a job already open.

What happens when a repeat sighting shows the defect getting worse?

The duplicate checker proposes a faster priority on the open job — it never changes the job itself. In the sample case, a drone photo showed carbon tracking on an insulator a patrol had reported in September with no tracking, so it proposed raising the job from 6 months to 30 days. The planner compared the photos and raised it.

How are make-safe and urgent defects handled?

A finding that meets a make-safe rule — a clamp more than 40 K above its like phases, a conductor below the minimum clearance over a footpath, a pole under 33 % remaining strength — becomes a 24-hour job, and the clock watcher pages the duty supervisor at once by phone and text. A person confirms it and books the crew.

Can it use our own defect priority rules and correction clocks?

Yes. The rules, the clocks and the modifiers — such as one level faster in the fire-risk area, or for a repeat on the same component within 12 months — are yours, owned by your asset engineer. A change takes effect only when the asset engineer approves it, after a test against the last 90 days. Where a regulator sets correction clocks, such as California's GO 95 Rule 18, your rules can carry them.

Is it inspection defect management software for water utilities too?

Yes. The same board takes pump-station and reservoir rounds from water operations, with rules for pump seal leaks and damaged gauges. In the sample network, the Tarn Hill pump-station inspection and the Kellby reservoir sit on the same map and clocks as the 33 kV lines and substations.

Do maintenance planners stay in control?

Yes. Nothing goes to the work management system until the planner sends it, and only the planner accepts a priority raise. The inspection supervisor confirms every make-safe and settles findings that need a look, and only the asset engineer can lower a priority or change a rule. Agents never close, cancel or downgrade a job, or extend a due date.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your defect priority rules, inspection programmes, sample reports and the work management and asset register it connects to — and it goes live once every quality gate has passed. We will walk you through it on your own inspection findings first.

See it on
your inspection findings.

We'll run Inspection Finding Triage on a sample of your own patrol, drone and contractor reports.