Illustrative contractor scenario
Sample inspection packet walkthrough
Imagine a specialty contractor preparing for a records request during a busy job season. The contractor gathers company details, records to review, missing items, evidence, and deadlines in one place.
The question behind the workflow
See what your company has on file.
The case file keeps incident records and evidence with the broader Records Center, in the same place as your other company records.
The progression
A clear path from company records to an inspection packet.
This fictional example shows one way to organize company records for review.
Start with the work and your state
The contractor notes its trade, state or territory, company details, and records to review.
Federal, trade, and state-specific records can each be reviewed for the work.
Make missing and expired items obvious
The Records Center surfaces a missing training document, an expired credential, or a deadline that needs follow-up.
Each status carries a plain-language next step instead of a readiness percentage.
Attach the supporting story
An incident becomes an Incident Case File with notes, evidence, documents, and investigation work connected to it.
The case file keeps incident notes, documents, and investigation work with your company's other records.
Prepare one organized inspection packet
The contractor can gather the reviewed records, supporting evidence, and case-file material into an organized inspection packet.
The inspection packet brings reviewed records and supporting evidence together for an inspection request.
One part of the center
An Incident Case File keeps the story with the record.
When an incident matters to your company's records, its case file keeps the facts, investigation notes, supporting evidence, and inspection packet materials together.