Defect Management

Defect Management

Defect Management

Comprehensive Asset Tracking Solution

#team lead

#ui design

#ux research

#product analytics

#figma

Background

In industries like fire safety and building maintenance, businesses are responsible for looking after equipment at different locations. These pieces of equipment are called assets.

Each asset needs to be regularly tested and maintained. Sometimes, during an inspection, something fails. For example, a fire extinguisher might be out of date or a smoke alarm might not work properly. When this happens, it is called a defect.

The challenge is what happens after a defect is found. It needs to be recorded, the right people need to be notified, and a decision needs to be made about whether to fix it now, quote for it, or leave it. Someone also needs to keep track of what happens to that defect over time until it is either resolved or closed.

This process was unclear and difficult to manage. Defects would get lost in large lists of alerts, or old quotes that never get followed up. It wasn’t always easy to trace where a defect came from or what had been done about it. Important safety issues might not be reported quickly. Work could be missed, costing businesses both money and safety risks.

This project set out to solve that by creating a clear and reliable way to record, track, and manage defects from start to finish.

My Role

My Role

User Research

UI Design

Timeline

Timeline

6 Months Research, Design + Development

Industry

Industry

Field Service Management

Customer Quotes

"It may be that we perform the maintenance, someone notes that a fire panel is dead, but it gets lost and no one knows to follow up with a quote. That could be 30 days where a building has no fire protection."

"Basically, we find the defects during a maintenance job, gather information outside of the system, email it through, and then manually generate a quote in Simpro based on that information."

 "I wanted to confirm, you’re leaving a breadcrumb trail for yourself in the notes to keep track of what’s happened to that asset, right?"

“Yes — 100%. We can't keep track otherwise."

Our identified pain points were validated and supported through secondary research.

Discovery & Research Approach

I conducted a series of discovery activities to map out workflows, uncover frustrations, and validate early concepts:

  • In-Depth Workflow Mapping: Customers were asked to step through their defect management, scheduling, and asset setup processes.

  • Live Screen Share Reviews: Observing real-time system use surfaced practical, context-driven issues.

  • Targeted Interviews: Focused discussions explored topics like service levels, defect reporting needs, mobile limitations, and reporting gaps.

  • Prototype Testing: Early design prototypes were presented to customers for feedback and refinement.

  • Internal Alignment: Regular collaboration sessions with product managers, developers, and business analysts ensured proposed solutions balanced user needs with technical feasibility.

Proposed Solution

Defect Management Module

A new centralized space within the Maintenance Planner to manage the full lifecycle of defects.


Key Features:

  • Tabbed interface for Open, Quoted, In Progress, and Closed defects

  • Table layout showing key defect details at a glance

  • Click-through detail views with technician notes, photos, and readings

  • Action buttons for creating quotes and jobs directly from defects

  • Filtering by customer, site, asset type, severity, with save-search functionality planned

  • CSV export for defect lifecycle reporting

  • Direct access from job screens for ease of navigation

Final Screenshots and examples of user flows