Cabinet installation checklist Workflow

What does this workflow record at each stage of the inspection?

The workflow records the initial checklist submission (including all inspection criteria, photos and level measurements) as a record with a status of Submitted. As the process moves through pass, rectification, and re-inspection stages, the record status is updated accordingly, and the rectification details, rectification photos, re-inspection result and re-inspection notes are saved to the record. Each status change and task outcome appears in the record's timeline, along with the reference number used to track the job.

Who is involved in the cabinet installation inspection process?

The inspector completes the initial checklist submission and, if rectification is needed, carries out the re-inspection task. The cabinet installer is assigned the rectification task when the overall result is a fail, with a two-day due date to fix the issues and record what was done. The customer is not required to log in or hold an account — they simply receive email notifications at acknowledgement, pass, and rectified-and-passed milestones.

What happens if the overall inspection result is a fail?

If the overall result is Fail, the record status is set to Rectification and a task is assigned to the cabinet installer to fix the failed checks, due in two days. The workflow waits for this task to be completed, and the rectification notes and photos entered are saved to the record before the process moves to re-inspection.

How does the re-inspection cycle work?

Once rectification work is recorded, the inspector is assigned a task to re-inspect the cabinetry and record the result and notes, due in one day. The workflow waits for this task and then routes based on the re-inspection result: a pass moves the record to Passed status and triggers a customer email, while a fail sends the job back to the cabinet installer's rectification task to restart the cycle.

Can the rectification and re-inspection cycle repeat more than once?

Yes, if a re-inspection results in a fail, the workflow sends the job back to the cabinet installer's rectification task, effectively restarting the cycle. Each pass through rectification and re-inspection adds new entries and photos to the record, so the full history of attempts is kept on the record's timeline.

How do we change what the request form or checklist asks for?

A workflow is changed by describing the desired change in plain English or by editing its steps directly in the workflow editor. This means checklist items, form fields, or task due dates can be adjusted without a development project, and earlier versions of the workflow are kept for reference.

What do customers see or need to do during this process?

Customers take part through the emails sent to them at key milestones — acknowledgement of their submitted job, notification of a pass, or notification that the cabinetry was rectified and passed. They do not need to create an account or log in at any point, as all communication happens through email.

How is the status of an inspection tracked over time?

Each inspection is a record with a reference number, a status, and a timeline showing what happened at each step, from Submitted through to Passed or Rectification and back to Passed. Table views and dashboards display these records by status, making it straightforward to see which jobs are awaiting rectification, re-inspection, or have passed.

Who can adjust task assignments or due dates in this workflow?

Workspace admins can edit the workflow steps, including task assignments and due dates, using the workflow editor or by describing the change in plain English. Tasks such as the cabinet installer's rectification work and the inspector's re-inspection are assigned to specific team members within the workspace.