Chemical application and product record Workflow

What does this workflow record at each stage?

The record captures the technician's original submission, the supervisor's review result and notes, and, where corrections are needed, the technician's corrected product name, quantity applied and dilution rate. Status changes (Submitted, Correcting, Recorded) and each step's outcome are kept in the record's timeline. This gives a running history of who entered what and when, which each business should review against its own regulatory record-keeping obligations.

Who is involved in this workflow?

A field technician submits the initial application details through the request form. A supervisor is assigned a review task to check completeness and correctness, and if issues are found, the same or another technician is assigned a correction task showing the supervisor's notes. The client receives an emailed summary of the completed application at the end of the process.

What happens when the supervisor flags a correction?

When the supervisor's review result is 'Needs correction', the record status changes to Correcting and a technician task is created showing the supervisor's notes. The technician updates the product name, quantity applied and dilution rate, and once saved, the record is returned to the supervisor for a fresh review. This loop can repeat until the supervisor confirms the record is complete and correct.

How do we change what the request form or tasks ask for?

Any step in this workflow, including the fields on the request form, the supervisor's review task, or the technician's correction task, can be adjusted by describing the change in plain English or editing the step directly in the workflow editor. Earlier versions of the workflow are kept, so changes can be made with a record of what the process looked like before.

How is the client kept informed of the application?

Once the supervisor confirms the record is complete and correct and the status is set to Recorded, the workflow emails the client a summary covering the product, active ingredient, areas treated, quantity applied and re-entry interval. This email is sent automatically as part of the workflow using the platform's built-in email capability.

What does the supervisor see when reviewing an application record?

The supervisor is assigned a task, due in 3 days, showing the full submitted record including technician details, product information, dilution rate, quantity applied, and site and safety information. The supervisor enters a Review Result and Notes, which are saved to the record and used to determine whether the record proceeds to Recorded or returns to the technician for correction.

Can the workflow show which applications are still awaiting review or correction?

Yes, each application is a record with a status such as Submitted, Correcting or Recorded, and table views and dashboards display records grouped by status. This makes it straightforward to see, at a glance, which applications are waiting on supervisor review, which are back with a technician for correction, and which have been finalised.

Who submits the original application details?

The field technician submits the original application details through the public request form, entering information such as technician licence number, product details, batch number, dilution rate, application method, weather conditions and any sensitive areas nearby. This submission creates the chemical_application record and sets its initial status to Submitted.