Advanced Checklist Policies & Process Enforcement

Problem: Currently, Gorelo’s checklists are simple, optional lists. There’s no built-in way to ensure a technician actually performed a specific step, captured the necessary data, or followed a precise order of operations. Additionally, starting a checklist requires navigating through the app manually, which creates friction for location-based tasks like server room inspections or equipment maintenance. It would be especially nice to see a faster, location-triggered way to start these workflows via QR codes.

Proposed Solution: Evolve the checklist system into a policy-driven engine that enforces how work is done and better bridges the physical and digital worlds. Adding QR code–based “Scan-to-Start” capability alongside “Smart Templates” would let us mandate actions and launch workflows instantly from the physical location.

Key Requirements:

QR Code “Scan-to-Start” (Nice to Have / High Value Enhancement):

• Printable QR Codes: Ability to generate and print a QR code for a specific template (e.g., “Server Room Daily Inspection”) to stick on a door or rack.

• Instant Mobile Access: Scanning the code with the Gorelo mobile app would ideally spawn a new run of that checklist immediately, ready for input.

• Context Aware: Perfect for “walk-up” tasks where the technician is physically present and needs to attach immediate photo evidence.

Required Items & Validation:

• Ability to mark specific steps as Required. The ticket/checklist cannot be closed until these are completed.

• Support for “Block on Fail” logic (e.g., if a backup check fails, the technician cannot proceed).

Rich Data & Evidence Enforcement:

• Steps should support specific input types: Text, Number, Date, and Photo Upload.

• Mandatory Evidence: Require a camera photo for specific steps (e.g., “Upload photo of clean server rack”) before the step can be marked complete.

Sequential Execution Mode:

• Option to force steps to be completed in a strict 1-2-3 order to prevent technicians from jumping ahead.

Template Management:

• Versioning: Track changes to SOPs over time so we know which version of a process was used.

Business Impact: This transforms checklists from passive lists into active compliance tools. A QR “Scan-to-Start” feature would be a major field-ops win: inspections happen right at the source, with verifiable photo evidence, less friction, and far less “pencil-whipping.”