assess.one – AI-powered business operations platform

Workflow Template

Electrical safety inspection checklist Workflow

Captures an electrical safety inspection report, routes it through supervisor review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.

Picture an electrician finishing a switchboard and RCD check on-site, filling out the checklist on their phone, and needing that report reviewed and sent to the customer without a string of follow-up calls. This workflow takes the submitted inspection, sends it to a supervisor for review with a built-in revision loop back to the inspector if changes are needed, and once approved, emails the customer the full report covering every check, defect and recommended action. When repair work is flagged, it automatically creates a task for the estimator to prepare a quote, so nothing falls through the cracks between inspection and follow-up work.

Business Outcomes

  • Fewer inspection reports stuck waiting for manual follow-up between inspector and supervisor
  • Faster turnaround from site visit to customer receiving their report
  • Clearer visibility into which reports are under review, revising, or sent
  • Reduced back-and-forth chasing when repair quotes are needed
  • A consistent, structured checklist used across every inspection

Workflow Steps

Steps

  1. 1
    Create Inspection Report Recordcreate record

    Registers the submitted inspection as an inspection report record.

  2. 2
    Set Status to Report Reviewupdate record

    Sets the report status to Report Review for the newly created record.

  3. 3
    Supervisor Review Taskcreate task

    Assigns the electrical supervisor a task due in 2 days to review the inspection report and record a decision.

  4. 4
    Save Review Decisionupdate record

    Persists the supervisor's review decision and comments to the record.

  5. 5
    Route on Supervisor Review Decision

    Routes the workflow based on whether the supervisor approved the report or requested changes.

    review_decision: "Approved"→Set Status to Report Sent
    review_decision: "Changes needed"→Set Status to Revising
    Default→End
  6. 6
    Set Status to Revisingupdate record

    Sets the report status to Revising when the supervisor requests changes.

  7. 7
    Inspector Revision Taskcreate task

    Assigns the inspector a task due in 1 day to update the defects found and recommended work based on supervisor comments.

  8. 8
    Save Revised Report Detailsupdate record

    Persists the inspector's updated defects found and recommended work to the record.

  9. 9
    Restart Supervisor Reviewrestart from step

    Closes this iteration and restarts from the supervisor review task with the revised report.

  10. 10
    Set Status to Report Sentupdate record

    Sets the report status to Report Sent once the supervisor approves the report.

  11. 11
    Email Report to Customersend email

    Emails the customer the overall result, each check result, defects found and recommended work.

  12. 12
    Route on Repair Recommendation

    Routes the workflow based on whether repair work is recommended.

    repair_recommended: "Yes"→Set Status to Quote to Follow
    repair_recommended: "No"→Set Status to Closed
    Default→Set Status to Closed
  13. 13
    Set Status to Quote to Followupdate record

    Sets the report status to Quote to Follow when repair work is recommended.

  14. 14
    Estimator Repair Quote Taskcreate task

    Assigns the estimator a task due in 3 days to prepare a repair quote, without waiting for completion.

  15. 15
    Set Status to Closedupdate record

    Sets the report status to Closed when no repair work is recommended.

Fields

  • Inspector Name*
  • Customer Name*
  • Customer Email*
  • Customer Mobile*
  • Site Address*
  • Inspection Date*
  • +17 more fields

Forms

Electrical Safety Inspection Form

20 fields

Data Views

Inspection Reports

customer_name, site_address, inspection_date, overall_result +1 more

Dashboard Widgets

Inspections by Report Status

Recommended integrations

Setup the following integrations to extend workflow capability.

  • Send email in the workflow

    AWS SES logoAWS SES
electrical safety inspection checklistelectricalinspectionchecklistsafetytradetrades

Similar Workflows

switchboard inspection and upgrade assessmentrcd safety switch test recordsmoke alarm inspection and service record

Similar Categories

trades home serviceshealth safetyquality management

FAQs

Do I need to set this up for each inspection type separately?

No, the template is ready to use as-is once your workspace publishes it, and it runs the live process straight away. If you inspect different property types or want a slightly different checklist, you can adjust the steps or wording afterwards through the workflow editor.

Can my team customise the checklist questions or review steps?

Yes, you can describe the change you want in plain English or edit the steps directly in the workflow editor. Earlier versions of the workflow are kept, so you can see what changed and when.

Who is actually involved in reviewing an inspection report?

The supervisor is assigned a task to review the report and record a decision, with the workflow waiting until that's done. If the supervisor requests changes, the inspector gets a task to update the defects and recommended work, and the report loops back to the supervisor for another look.

What happens if the supervisor asks for changes?

The report status changes to Revising and the inspector is assigned a task, due in a day, to update the defects found and recommended work based on the supervisor's comments. Once submitted, the workflow restarts the supervisor review with the revised details, so it keeps cycling until approved.

Does the customer need to log in to receive their report?

No, customers don't need an account. Once the supervisor approves the report, it's emailed directly to the customer with the overall result, each check result, defects found and recommended work.

How does the repair quote get triggered?

If the inspection marks repair work as recommended, the status is set to Quote to Follow and the estimator is assigned a task, due in 3 days, to prepare a quote. This task doesn't hold up the workflow, and the estimator's notes stay on that task rather than the main record.

Is this suitable for a small electrical business with just a couple of inspectors?

Yes, it works whether you have one inspector or several, since tasks are assigned to whoever is set up as the reviewer, inspector or estimator in your workspace. Workspace members can be admins or team members, and tasks and approvals get assigned to the right person as the report moves through each stage.

Can I see the status of every inspection at a glance?

Yes, each inspection becomes a record with a reference number, a status such as Report Review, Revising, Report Sent, Quote to Follow or Closed, and a timeline showing what's happened. Table views and dashboards let you see records grouped by status across your whole workspace.

What gets recorded if we need to check details later?

The workflow saves the supervisor's review decision and comments, any revised defects or recommended work, and the customer's inspection details on the record, plus a full activity timeline. Each business should check this level of detail meets its own record-keeping obligations for electrical safety work.

Ready to use this workflow?

Create a free account and customise this workflow for your business.

Electrical safety inspection checklist Workflow | assess.one