Fabrication dimensional inspection Workflow

How do I set up this inspection workflow for my team?

Publish the template in your workspace and it's ready to run straight away, no installation or development project needed. You'll want to add your inspectors and fabricators as workspace members so tasks like Rectify Failed Checks and Re-inspect can be assigned to them. The public request form is live immediately, so inspectors can start submitting results as soon as you share the link.

What happens when an inspection fails on the first check?

If the Overall Result is Fail, the status is set to Rectification and a task is assigned to the fabricator to fix the failed checks within 2 days, recording the work done and photos. The workflow waits for that task before moving on, so nothing progresses until the fabricator confirms the fix. That rectification detail is then saved to the record for reference.

How does the re-inspection loop work if the fabrication fails again?

After the fabricator completes rectification, the inspector gets a task due in 1 day to re-inspect and record the result and notes. If that re-inspection fails, the workflow sends it back to the fabricator for further rectification, and this loop can repeat up to 2 times. Each pass through the loop keeps the rectification notes, photos and re-inspection results on the record's timeline.

Can I change the number of rectification attempts allowed?

Yes. Describe the change in plain English, such as adjusting the retry limit, or edit the routing step directly in the workflow editor. Earlier versions of the workflow are kept, so you can review or roll back changes if needed.

Who needs to be involved in running this process day to day?

Inspectors submit the initial inspection form and complete the re-inspection task, fabricators handle the rectification task, and operations staff can monitor overall progress through the dashboard. Clients and builders are kept informed automatically by email and never need to log in or hold an account. Task assignment is managed through workspace admins or members.

How are clients and builders kept updated on inspection status?

Clients receive an automatic email when the fabrication passes on the first check, and a separate email if it passes after rectification and re-inspection. These notifications are sent to the Client / Builder Email address captured on the original request form. Clients don't need an account to receive or read these updates.

Where do the rectification photos and notes get stored?

Because the Rectify Failed Checks and Re-inspect tasks are steps the workflow waits for, the information entered on them, including Rectification Done, Rectification Photos, Re-inspection Result and Re-inspection Notes, is saved directly on the inspection record. You can see this history in the record's timeline alongside the original submitted measurements and photos.

How long does it typically take to get this workflow running?

Since it's a ready-to-use template, a workspace can publish it and start accepting inspection submissions within minutes. There's no build or setup project required, though you may want to customise task due dates or notification wording to match your team's process first.

Can I track how many inspections are stuck in rectification at any time?

Yes. Each inspection is a record with a status, such as Submitted, Rectification or Passed, and table views and dashboards show records grouped by status. This makes it straightforward to see how many fabrications are currently in the rectification loop versus already signed off.