PM Documents & Exceptions

Vendor PM reports with OCR—and a dashboard of the gaps.

Upload preventive maintenance PDFs per instrument. OCR extracts key dates and fields for review, and the PM exceptions dashboard lists failed extractions and missing dates so gaps are fixed before a survey walks in.

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Capabilities

What you can do

OCR extraction

Key dates pulled from vendor PM reports, with re-extract when needed.

Review & notes

Confirm extracted fields and mark documents reviewed.

Exceptions dashboard

Work the gaps weekly so surveys find nothing new.

Next to the instrument

PM evidence sits beside maintenance logs in Lab Workspace.

Connected features

Works hand in hand with

Lab Workspace

Instruments, Maintenance & Calibration

Every analyzer's history, schedule, and readiness in one place.

Instrument detail with KPIs
Maintenance & calibration logs
Lifecycle dashboard

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Lab Compliance

Inspection Rounds

Checklists for CLIA, CAP, and internal audits—with linked evidence.

Checklist rounds
Linked evidence
Findings to CAPA

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See PM Documents & Exceptions in action.

Start a free organization in minutes, or book a walkthrough with our team. Turn on only the modules you need—add more any time.

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