Workflow Template
Asbestos waste tracking / disposal record Workflow
Captures asbestos waste disposal details from a supervisor, sets the record to Disposed, has the office reconcile the disposal receipt against the quantity removed, escalates discrepancies to the supervisor for investigation, then reconciles and confirms disposal to the client by email.
Asbestos waste disposal creates a paper trail that's easy to lose track of — receipts don't match quantities removed, and clients are left waiting for confirmation. This workflow captures disposal details from a supervisor, has the office reconcile the disposal receipt against the quantity removed, escalates any discrepancy back to the supervisor for investigation, then reconciles the outcome and emails the client a disposal confirmation. Office staff and supervisors run the process; the client receives updates without needing an account.
Business Outcomes
- Helps reduce time spent chasing missing or mismatched disposal receipts
- Makes it easier to catch quantity discrepancies before they reach the client
- Supports faster client confirmation once disposal is verified
- Keeps a clear timeline of reconciliation and investigation on every record
- Reduces manual follow-up by routing discrepancies straight to the responsible supervisor
Workflow Steps
Steps
- 1Create Waste Recordcreate record
Registers the submitted asbestos waste disposal details as a new record.
- 2Set Status to Disposedupdate record
Marks the waste record status as Disposed once submission is complete.
- 3Office: Reconcile Disposal Receiptcreate task
Assigns the office a task to check the disposal receipt against the quantity removed.
- 4Save Reconciliation Resultupdate record
Persists the office's reconciliation result and notes to the record.
- 5Route on Reconciliation Result
Branches to investigation if a discrepancy is found, otherwise proceeds to reconcile and notify the client.
reconciliation_result: "Discrepancy"→Set Status to Under Investigationreconciliation_result: "Matches"→Set Status to ReconciledDefault→End - 6Set Status to Under Investigationupdate record
Updates the record status to Under Investigation due to a discrepancy.
- 7Supervisor: Investigate Discrepancycreate task
Assigns the supervisor a task to review the discrepancy notes and provide an explanation and corrected details.
- 8Save Investigation Outcomeupdate record
Persists the supervisor's explanation and corrected quantity or receipt to the record.
- 9Set Status to Reconciledupdate record
Updates the record status to Reconciled now that the disposal has been verified or investigated.
- 10Email Client Disposal Confirmationsend email
Sends the client a confirmation email with the waste type, quantity, disposal facility and date disposed.
Fields
- Supervisor Name*
- Supervisor Email*
- Client Name*
- Client Email*
- Job Reference*
- Site Address*
- +14 more fields
Forms
Asbestos Waste Disposal Record
15 fields
Data Views
Asbestos Waste Records
job_reference, site_address, waste_type, quantity +3 more
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send email in the workflow
AWS SES
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FAQs
How do I get this workflow running for our team?
Publish the template in your workspace and it's live in minutes, with no installation or development project involved. Supervisors can start submitting disposal details straight away through the public request form.
What information do supervisors need to submit?
The request form captures job reference, site address, waste type, quantity, packaging, transporter and vehicle registration, plus the disposal facility, date disposed and the disposal receipt itself. Client and supervisor contact details are also captured so the record can be tracked and the client notified later.
Who checks the disposal receipt against the quantity removed?
The office is assigned a task to reconcile the disposal receipt against the quantity removed, and the workflow waits for that task before moving on. They record a Reconciliation Result and any notes, which are saved to the record.
What happens if the office finds a discrepancy?
If the Reconciliation Result is set to Discrepancy, the record status changes to Under Investigation and the supervisor is assigned a task to review the notes and provide an explanation and corrected quantity or receipt. Once that task is completed, the outcome is saved to the record and the status moves to Reconciled.
What happens if the receipt matches?
If the Reconciliation Result is Matches, the record skips straight to Reconciled status without an investigation step. The client confirmation email is then sent with the waste type, quantity, disposal facility and date disposed.
Can we change what the request form asks for?
Yes, you can describe the change in plain English or edit the form fields directly in the workflow editor. Earlier versions of the workflow are kept, so you can review what changed.
Does the client need to log in to see disposal confirmation?
No. The client receives the confirmation by email directly, with no account required at any stage.
How is the reconciliation outcome tracked over time?
Each disposal is its own record with a reference number, a status and a full timeline of what happened, including the reconciliation result and any investigation outcome. Table views and dashboards show records by status, so you can see which are Disposed, Under Investigation or Reconciled at a glance.
Does this workflow make us compliant with asbestos waste regulations?
The workflow records the statuses, reconciliation results, notes and disposal details entered by your team, and keeps a timeline of what happened on each record. Each business should confirm its own regulatory and record-keeping obligations separately.
Ready to use this workflow?
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