Cladding installation inspection Workflow

Why should we automate cladding installation inspections instead of using paper checklists or spreadsheets?

Manual checklists and spreadsheets rely on someone remembering to email results, chase rectification work, and update a tracker by hand, which introduces delay and inconsistency. This workflow captures the same pass/fail checks per elevation but automatically creates a record, sends acknowledgement and result emails, and assigns rectification and re-inspection tasks without staff needing to coordinate each step manually. The result is a faster, more consistent process with a timeline already built into each record.

What is the ROI of using this workflow compared to handling failed inspections manually?

When an inspection fails, the workflow automatically assigns a rectification task to the installer and a re-inspection task to the inspector with defined turnaround expectations, removing the need for phone calls or follow-up emails to keep the job moving. This reduces the administrative time spent tracking down status updates and reduces the risk of a failed job stalling because no one followed up. Over multiple jobs, the time saved on coordination and email drafting can be significant for inspection teams handling a steady volume of sites.

Who is involved in this workflow and what are they responsible for?

The inspector submits the initial inspection via the request form and later completes a re-inspection task if rectification is required. The cladding installer is assigned a rectification task with a 2-day window to fix failed checks and record rectification details and photos. The builder or client receives email updates when the installation passes, or when it is rectified and passes, without needing to log in anywhere.

What happens if the overall inspection result is a fail?

When the Overall Result is Fail, the record status changes to Rectification and the cladding installer is assigned a task to fix the failed checks within 2 days, recording Rectification Done and Rectification Photos. Once that task is complete, the inspector is assigned a re-inspection task within 1 day to record the Re-inspection Result and Re-inspection Notes. These details are then saved to the record before the next routing decision.

What happens if the re-inspection also fails?

If the re-inspection result is Fail, the workflow loops back to the rectification step, reassigning the task to the cladding installer to address the outstanding issues. This cycle of rectification and re-inspection continues until the installation passes, with each pass through the loop adding to the record's timeline. This keeps the responsibility with the installer and inspector until the job meets the required standard.

Can we customise the checks or thresholds used in this inspection form?

Yes, the workflow can be changed by describing the desired change in plain English or by editing the steps directly in the workflow editor, and earlier versions of the workflow are kept. This makes it straightforward to add elevation-specific checks, change task deadlines, or adjust the wording of client emails as inspection standards evolve. Any changes apply to future runs of the workflow without needing a development project.

How does the client find out the result of the inspection?

The builder or client receives an email when the installation passes on first inspection, and a separate email if it was rectified and then passed on re-inspection. These emails are sent automatically as part of the workflow once the relevant status is set, so the client does not need to request an update or create an account. All communication is tied to the job's reference number for easy tracking.

What information is kept on the inspection record for future reference?

Each inspection is stored as a record with a reference number, a status, and a timeline of what happened, including the original elevation checks, photos, and overall result submitted through the request form. Rectification and re-inspection details, including Rectification Photos and Re-inspection Notes, are also saved to the record once those tasks are completed. Businesses should confirm their own record-keeping obligations, but this timeline provides a clear history of each job's inspection outcomes.

Do the inspector, installer, or client need to create an account to use this workflow?

The inspector submits the initial inspection through a public request form, and the builder or client receives result notifications by email, so neither needs an account to participate. Tasks such as the rectification and re-inspection work are assigned to team members within the workspace, who complete them as part of their normal task list. This keeps external participation simple while internal task ownership stays clear.