Tag orders with configurable QC criteria and surface them in a QC worklist

Users want to define criteria that automatically tag orders with possible quality-control (QC) issues—for example, when the buyer’s agent mobile number matches the client mobile number, when a radon service is assigned to a specific inspector, or when property access is “Combo Code Lockbox” but the lockbox code field is empty. Tagged orders would appear in a single QC worklist so the team can work through them in one place. When someone opens an order, they would see how many issues are tagged (e.g. “3 tagged issues”) and what those issues are, so they can review and fix them without hunting through spreadsheets or manual checks.

Why it matters: Teams want to catch data and process issues early, reduce human error, and save time that today goes into manual spreadsheets and ad‑hoc checks, while still benefiting from required fields and other Attik improvements for the issues those can solve.

Please authenticate to join the conversation.

Upvoters
Status

Planned

Board
💡

New Features

Tags

[User] Friction

Date

About 1 month ago

Author

Sarah Kreidel

Subscribe to post

Get notified by email when there are changes.