Carpet installation completion checklist Workflow

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

The workflow saves the original checklist submission — including inspector and customer details, site address, job reference, product and room information, and each individual check — to the inspection record on intake. If rectification is needed, the carpet layer's task records rectification work carried out and photos, and the inspector's re-inspection task records the re-inspection result and notes. All of this, along with status changes such as Submitted, Rectification and Passed, is kept on the record's timeline.

Who is involved in completing the checklist and rectification process?

The inspector submits the initial completion checklist via the request form and is later assigned a task to re-inspect any rectified work. If the job fails, a carpet layer is assigned a task to carry out and record the rectification work. The customer is kept informed by email at intake, on a pass, and after a successful rectification and re-inspection, without needing an account.

What happens when the overall inspection result is a Fail?

When the overall result is Fail, the inspection status is set to Rectification and a task is assigned to the carpet layer, due in 2 days, to fix the failed checks and record the work carried out. Once completed, the rectification details are saved to the record and a re-inspection task is assigned to the inspector.

How does the re-inspection loop work if the rectified carpet still fails?

After the inspector records the re-inspection result, the workflow routes based on whether it passed or failed. If it fails, the process sends the job back to the carpet layer to restart the rectification task, and this loop can repeat up to two times. Each attempt's rectification and re-inspection details are saved to the record, keeping a full history of what was checked and fixed.

How do we change the checklist items or task deadlines?

The workflow can be adjusted by describing the desired change in plain English or by editing the steps directly in the workflow editor, such as adding or removing checklist fields or changing the 2-day and 1-day task due dates. Earlier versions of the workflow are kept, so changes can be reviewed or compared over time.

What does the customer see and when are they notified?

The customer receives an acknowledgement email with their reference number as soon as the inspection is submitted. Depending on the outcome, they later receive either a notification that the carpet passed on first inspection, or a notification confirming it was rectified and passed after re-inspection. Customers interact through the public request form and emailed forms, without needing to log in.

Can this workflow be used to publish the checklist across multiple teams or sites?

Yes, the template is ready to use and a workspace can publish it in minutes to run the live inspection process straight away, without a separate installation or development project. This makes it straightforward to apply the same checklist and rectification process consistently across different installation teams or sites.

What information is available for oversight of in-progress and completed inspections?

Each inspection is a record with a reference number, a current status such as Submitted, Rectification or Passed, and a timeline showing what has happened at each step. Table views and dashboards can show records grouped by status, giving visibility into how many jobs are pending rectification or have passed, and workspace activity is logged for reference.