Risk management software with full site visibility

Yes, you can build risk assessment forms using the template builder, with options like AI assistance, uploading an existing document, or selecting from the template library. The form can include conditional logic, severity classification fields, and corrective action triggers. You do not need to construct a separate workflow around it. Completed assessments feed directly into analytics and reporting without requiring a separate tool or manual data transfer.

Yes. You can build your audit forms to reflect a specific regulatory framework using the template builder. The AI tool accelerates form creation, or you can select from existing templates in the library as a starting point or digitize your original forms. The template builder lets you configure question weighting, scoring, and conditional logic to match your framework requirements. For teams that need pre-built norm-based templates, this is a configuration step that happens during setup.

You can build a severity classification structure into your forms using dropdown fields or conditional logic, so that a response like “high-risk equipment issue” maps to a defined severity level. That data is captured in every submission and flows into the analytics section. For external reporting, the Power BI integration lets you sync audit data and build visual dashboards from it. An SQL-based data feed is also available for teams that want to query structured data directly rather than working from CSV exports.

Yes. Schedules can be configured so that forms are automatically assigned to the right users or groups based on site, role, or time interval. When the scheduled time arrives, the assigned person receives a notification and the form appears in their app. When a corrective action is created during or after an inspection, it can be assigned to a specific person who is notified immediately. You can also set up automated email reminders for overdue actions or incomplete assessments. This removes the need to manually track who should be doing what and when, and replaces the process of sending individual follow-up messages to non-compliant users or sites.

Urgency depends on the deadline assigned: critical findings can be flagged for immediate attention while lower-priority items follow their scheduled timeline. Actions created during or after an inspection are logged in the Actions section and remain open until resolved. The person assigned to the action sees it in their app and can address it based on the deadline set. You can also adjust the status of an action and leave comments for other users.

Every action has a history log. When an action is reassigned or its status changes, that change is recorded. This gives you a traceable record of who held responsibility at each stage and what was done. For teams that need to justify decisions or demonstrate compliance, this audit trail is available without any additional configuration. The actions module is designed to support exactly this kind of traceability across multiple responsible parties over the life of a corrective action.

Lumiform covers the full cycle from inspection to corrective action. When an issue is identified during an audit or site walkthrough, a corrective action is created, assigned to a responsible person, tracked through to completion, and logged with a full history. This replaces the process of managing CAPA through Excel lists, email chains, and Word documents. Analytics give managers visibility across all open and closed actions. The platform is being adopted by teams replacing Excel-and-email CAPA workflows with something that provides traceability and accountability in one place

The dashboard gives you an overview of completed, planned, and ongoing inspections. The analytics section lets you filter results by site, user, or group and surfaces overdue inspections directly. You can see which sites have not completed their required assessments and who is assigned to them. Automated email notifications can be sent to non-compliant sites without manual intervention. This replaces the process of manually checking a list and sending individual follow-up emails to sites that have not submitted.

Yes. You can attach files and photos directly to records within Lumiform. When an external contractor sends a report, you can store it as evidence linked to the relevant site or inspection record. The platform supports common file types including PDFs, images, and documents, and the attachment workflow integrates directly into your inspection and site records.

Yes, Lumiform has a developer API that supports standardized integration without requiring a custom interface build for every connection. This is available as an add-on with the Professional plan or included in the Enterprise plan. For teams already running tools like Power BI, SQL databases, SharePoint, or Google Drive, one-click integrations are available without API development. The API is the path for more complex automation, such as syncing project data from an external system into Lumiform to trigger form creation and assignment automatically.

Lumiform is fully GDPR compliant and adheres to global privacy and security standards, including SOC 2 (Type II), ISO 27017, and ISO 27018. Data is stored in secure data centers in Frankfurt, Germany, and protected through encryption during transmission, storage, and processing. A security-by-design approach is applied, with least-privilege access controls and continuous monitoring. You can find out more on the data security page here.