Electrical Re-Energisation Approval Workflow

Why should we use this workflow instead of managing energisation approvals manually?

Manual approval processes often rely on emails, phone calls, or paper forms that are easy to lose track of, especially when corrections and re-testing are involved. This workflow captures the request, test results, supervisor decision, and any corrections in one record with a status and timeline, making it easier to see where each job stands at a glance. It also automatically notifies the customer once work is complete, removing a manual follow-up step.

What is the ROI of automating this process?

The workflow reduces time spent chasing test results, approval decisions, and correction updates across emails or spreadsheets, since everything is tracked against a single record. Supervisors and electricians are assigned tasks directly, which helps reduce delays caused by unclear handoffs. Over time this can lower administrative overhead per job and support faster completion of energisation requests.

Who is involved in this workflow, and what do they do?

An electrician submits the initial request with site details, work done, and test results, and later completes tasks to make corrections or to energise circuits and record post-energisation checks. A supervisor reviews the test results and records an approval decision, and if a fault is found after energisation, records the fault details and action taken. The customer receives an email notification once the work is complete, without needing to log into anything.

What happens if the supervisor does not approve the test results?

If the supervisor's decision is 'Not approved', the record status is set to Corrections Needed and the electrician is assigned a task to make corrections and re-test based on the supervisor's comments. Once the electrician submits corrections and updated test results, the workflow returns to the supervisor review task so the updated results can be assessed again. This loop continues until the supervisor approves energisation.

What happens after a circuit is energised?

Once approved, the electrician is assigned a task to energise the circuits and record the time energised, post-energisation checks, and the result. If the result is 'Energised OK', the record status is set to Energised and the customer is emailed to confirm the work is complete and circuits are live. If a fault is found instead, the status is set to Fault Found and the supervisor records the fault details and action taken.

Can we customise the fields collected on the request form?

Yes, the request form fields, including electrician and customer details, circuits to energise, work done, test results, and photos, can be adjusted by describing the change in plain English or editing the steps directly in the workflow editor. Earlier versions of the workflow are kept, so changes can be reviewed or reverted if needed.

How does the workflow track the history of corrections and re-testing?

Each time an electrician submits corrections and updated test results, those values are saved to the record, and the record's timeline reflects the status changes between Corrections Needed and back to supervisor review. This gives a documented history of what was tested, what was corrected, and when each decision was made. Businesses should confirm this level of record-keeping meets their own regulatory or audit requirements.

Does the customer need an account to be involved in this process?

No account is required for the customer at any point. They are only contacted through the automatic email notification sent once the work is complete and the circuits are energised, which is sent directly to the email address provided on the request.

How is the request status tracked throughout the process?

The record moves through statuses such as Awaiting Approval, Corrections Needed, Approved, Energised, and Fault Found as the workflow progresses. These statuses are visible in table views and dashboards, giving staff a quick way to see which requests need attention at any given time.