Radiation protection and professional servicesOn-site inspection and audit app with integrated CRM, training scheduling and reporting

SGA

Connecting on-site inspections with office operations

SwiftTrack developed a connected platform for SGA, enabling Radiation Protection Advisers (RPAs) to inspect equipment and rooms on site, record audit findings and coordinate with the office through an integrated management system.

Connecting on-site inspections with office operations
Field & App
Inspection workflows
Structured
Practice audits
Real-time CRM
Operations sync
Client: SGASector: Radiation protection and professional servicesSolution: On-site inspection and audit app with integrated CRM, training scheduling and reporting

1The challenge

SGA supports dental practices, veterinary practices and other premises requiring radiation protection advice. Its work includes inspecting equipment and rooms, auditing practices, arranging training and producing reports.

Connecting these on-site activities with office administration required a system that could capture inspection findings and support the work that follows, keeping RPAs and office staff working from a shared record.

2The solution

At the heart of the solution is an on-site inspection and audit app. RPAs can use it to inspect equipment and rooms and record their findings during visits to client premises.

The app connects with an integrated CRM, training scheduler and reporting facility, linking on-site work with the information and processes managed by the office.

Client and practice records provide context for each visit, while reporting tools allow RPAs to turn inspection and audit findings into reports. Training can also be booked within the platform, helping advisers and office staff coordinate arrangements for the practices they support.

Together, these capabilities connect the full workflow-from inspecting a room or piece of equipment to reporting findings, organising training and liaising with the office.

The outcomes

  • On-site inspection recording: RPAs can capture equipment and room inspection findings through a dedicated app.
  • Structured practice audits: A consistent process supports audits across dental, veterinary and other relevant premises.
  • Connected field and office teams: Inspection and client information sit within a shared operational system.
  • Integrated reporting: Findings recorded during visits support report generation within the same platform.
  • Coordinated training: Training bookings are managed alongside client records and audit activities.

Looking ahead

The platform gives SGA a connected foundation for delivering its services, bringing on-site inspections and office coordination together as client requirements evolve.