Workflow Template
Electrical Condition Report (EICR) Workflow
Captures an electrical installation condition report from an inspector, routes it through supervisor review (with a revision loop back to the inspector if changes are needed), emails the approved report to the customer, and triggers a remedial work quote task when recommended.
An inspector finishes a site visit and needs to get their electrical installation condition report checked, approved and off to the customer without chasing people by phone or email. This workflow captures the inspection details straight from a form, routes the report to a supervisor for review, sends it back to the inspector automatically if changes are needed, and emails the approved report to the customer. If remedial work is recommended, it also flags an estimator to prepare a quote, so nothing gets missed once the report is out the door.
Business Outcomes
- Cuts back-and-forth between inspectors and supervisors with a built-in revision loop
- Speeds up how quickly approved reports reach the customer
- Makes it easier to track every report's status from inspection through to closure
- Reduces the chance remedial work quotes get forgotten once a report is approved
- Gives the team a clear timeline of who reviewed, revised or approved each report
Workflow Steps
Steps
- 1Create EICR Recordcreate record
Creates the EICR report record from the submitted inspection form.
- 2Set Status to Report Reviewupdate record
Sets the report status to Report Review ahead of supervisor sign-off.
- 3Supervisor Reviews Reportcreate task
Assigns the electrical supervisor a task to review the report and record a decision with comments.
- 4Save Review Decisionupdate record
Persists the supervisor's decision and comments to the record.
- 5Route on Supervisor Decision
Routes the workflow based on whether the supervisor approved the report or requested changes.
review_decision: "Approved"→Set Status to Report Sentreview_decision: "Changes needed"→Set Status to RevisingDefault→End - 6Set Status to Revisingupdate record
Sets the report status to Revising while the inspector updates the report.
- 7Inspector Revises Reportcreate task
Assigns the inspector a task to review supervisor comments and update the defects found and recommended work.
- 8Save Revised Report Detailsupdate record
Saves the inspector's updated defects found and recommended work to the record.
- 9Send Back for Reviewrestart from step
Restarts the workflow from the supervisor review task so the revised report can be re-reviewed.
- 10Set Status to Report Sentupdate record
Sets the report status to Report Sent once the supervisor has approved it.
- 11Email Report to Customersend email
Emails the customer the overall assessment, extent and limitations, observations with classification, and recommended work.
- 12Route on Remedial Work Recommendation
Routes based on whether remedial work was recommended in the report.
remedial_work_recommended: "Yes"→Set Status to Quote to Followremedial_work_recommended: "No"→Set Status to ClosedDefault→Set Status to Closed - 13Set Status to Quote to Followupdate record
Sets the report status to Quote to Follow since remedial work was recommended.
- 14Estimator Prepares Remedial Work Quotecreate task
Assigns the estimator a task to prepare a remedial work quote, without waiting for it to complete.
- 15Set Status to Closedupdate record
Sets the report status to Closed as no remedial work is required.
Fields
Show all 27 fieldsShow fewer fields
FormElectrical Installation Condition Report
- Inspector Name*· Text
- Customer Name*· Text
- Customer Email*· Email
- Customer Mobile*· Phone
- Site Address*· Long text
- Inspection Date*· Date
- Purpose of Inspection*· Choice
- Approximate Age of Installation· Text
- Earthing Arrangement*· Text
- Switchboard / Consumer Unit Type*· Text
- Number of Circuits*· Number
- Extent Inspected and Any Limitations*· Long text
- Earth Continuity Test Result*· Text
- Insulation Resistance Test Result*· Text
- Polarity Test Result*· Text
- Earth Fault Loop Impedance Result*· Text
- RCD Trip Times*· Text
- Observations*· Long text
- Observation Classification(s)*· Checkboxes
- Defects Found*· Long text
- Recommended Work· Long text
- Photos· File upload
- Overall Assessment*· Choice
- Remedial Work Recommended?*· Choice
TaskSupervisor Reviews Report
- Supervisor Review Decision*· Choice
- Supervisor Review Comments· Long text
Other fields
- Report Status· Choice
- Inspector Name*
- Customer Name*
- Customer Email*
- Customer Mobile*
- Site Address*
- Inspection Date*
Forms
Electrical Installation Condition Report
24 fields
Data Views
EICR Reports
customer_name, site_address, inspection_date, overall_assessment +1 more
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send email in the workflow
AWS SES
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FAQs
Do I need any technical setup to start using this workflow?
No, this is a ready-to-use template, so your workspace can publish it and start capturing live inspection reports within minutes. There's no installation or development project involved, so your team can be running real reports the same day.
Can my team customise the form fields or review steps?
Yes, you can describe the change you want in plain English or edit the steps directly in the workflow editor, whether that's adding a field to the inspection form or adjusting the review task. Earlier versions of the workflow are kept, so you can always see what changed and when.
Who is involved in approving an EICR report?
The inspector submits the report, an electrical supervisor is assigned a task to review it and record a decision with comments, and if remedial work is recommended an estimator is assigned a task to prepare a quote. Tasks are assigned to specific team members within the workspace, so it's clear who owns each step.
What happens if the supervisor asks for changes to the report?
If the supervisor's decision is 'Changes needed', the status updates to Revising and the inspector gets a task to update the defects found and recommended work based on the supervisor's comments. Once the inspector submits their updates, the workflow sends the report back to the supervisor for another review, so the loop continues until it's approved.
Does the customer need to log in or create an account to see the report?
No, customers never need an account. Once the supervisor approves the report, the customer is automatically emailed the overall assessment, extent and limitations, observations with classification, and recommended work.
What happens after remedial work is recommended?
If the report shows remedial work is recommended, the status changes to Quote to Follow and an estimator is assigned a task to prepare a quote, capturing the quote amount and notes. This task doesn't hold up the rest of the workflow, so the customer still receives their report while the quote is being put together.
Is this suitable for a team that inspects multiple sites a week?
Yes, each report is created as its own record with a reference number, status and timeline, so your team can track many inspections at once through table views and dashboards. This makes it straightforward to see at a glance which reports are still in review, revising, sent, or closed.
What gets recorded if we ever need to check what happened on a report?
The workflow keeps a timeline on each record showing status changes, the supervisor's decision and comments, and any revisions made by the inspector. Workspace activity is also logged, though each business should confirm its own record-keeping obligations for electrical inspection reports.
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