Workflow Template
Formwork pre-pour inspection Workflow
Captures a formwork pre-pour inspection, notifies the builder/client of the result, and manages a rectification-and-re-inspection loop with the formwork crew and inspector until the pour is approved.
An inspector walks the site before a pour, checks dimensions, bracing, reinforcement and cover, and submits the result from a form. From there, the workflow handles the paperwork trail: it logs the inspection as a record, tells the builder or client whether the pour is approved, and if it isn't, automatically assigns the formwork crew a rectification task and sends the inspector back to re-check the work. The team no longer has to chase emails or remember who needs to fix what — the record's status and timeline show exactly where each inspection stands.
Business Outcomes
- Fewer missed rectification follow-ups thanks to automatic crew and inspector tasks
- Builders and clients notified as soon as a pre-pour result is confirmed
- Clear record of pass/fail history and rectification attempts for each pour
- Less manual chasing between inspector, crew and client
- Faster turnaround from failed inspection to approved pour
Workflow Steps
Steps
- 1Create Inspection Recordcreate record
Registers the submitted pre-pour inspection as a record.
- 2Set Status to Submittedupdate record
Sets the inspection status to Submitted.
- 3Email Inspection Acknowledgementsend email
Emails the inspector an acknowledgement with the inspection reference number.
- 4Route on Overall Result
Routes the workflow based on whether the formwork is ready to pour or not.
overall_result: "Ready to pour"→Set Status to Approved for Pouroverall_result: "Not ready"→Set Status to RectificationDefault→End - 5Set Status to Approved for Pourupdate record
Sets the inspection status to Approved for Pour after a passing inspection.
- 6Email Client - Approvedsend email
Emails the builder/client that the formwork passed the pre-pour inspection.
- 7Set Status to Rectificationupdate record
Sets the inspection status to Rectification after a failed inspection.
- 8Formwork Crew: Rectify Failed Checkscreate task
Assigns the formwork crew a task to rectify the failed checks, due in 1 day.
- 9Save Rectification Detailsupdate record
Persists the rectification work done and photos to the record.
- 10Inspector: Re-inspect Formworkcreate task
Assigns the inspector a task to re-inspect the rectified formwork, due in 1 day.
- 11Save Re-inspection Detailsupdate record
Persists the re-inspection result and notes to the record.
- 12Route on Re-inspection Result
Routes the workflow based on whether the re-inspection passed or requires further rectification.
reinspection_result: "Ready to pour"→Set Status to Approved for Pour (Post-Rectification)reinspection_result: "Not ready"→Send Back to Formwork CrewDefault→End - 13Send Back to Formwork Crewrestart from step
Restarts the workflow from the rectification task for another rectification attempt, up to 2 times.
- 14Set Status to Approved for Pour (Post-Rectification)update record
Sets the inspection status to Approved for Pour after successful rectification and re-inspection.
- 15Email Client - Rectified and Approvedsend email
Emails the builder/client that the formwork was rectified and passed the pre-pour inspection.
Fields
- Inspector Name*
- Inspector Email*
- Builder/Client Name*
- Builder/Client Email*
- Site Address*
- Pour Location*
- +16 more fields
Forms
Formwork Pre-Pour Inspection
17 fields
Data Views
Pre-Pour Inspections
site_address, pour_location, planned_pour_date, overall_result +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 to set up anything special before using this workflow?
No — the template is ready to use as soon as your workspace publishes it, so you can start submitting pre-pour inspections straight away. There's no installation or setup project involved; the request form and rectification loop work out of the box.
Can my team customise the inspection checklist or the emails that get sent?
Yes, you can describe the change you want in plain English or edit the steps directly in the workflow editor, and earlier versions of the workflow are kept if you want to compare or roll back. This makes it easy to adjust wording on client emails or add extra fields to the form as your inspection standards evolve.
Who is actually involved in this workflow day-to-day?
The inspector submits the initial pre-pour result and later handles the re-inspection task if rectification is needed. The formwork crew is assigned the rectification task when checks fail, and the builder or client receives email updates on the outcome — none of them need a workspace account, since they interact through the public request form or emailed tasks.
What happens if the formwork fails the first inspection?
The record's status changes to Rectification, and the formwork crew is assigned a task (due in 1 day) to fix the failed checks and record what work was done along with photos. Once that's saved, the inspector gets a re-inspection task, and the result of that determines whether the pour is approved or sent back for another rectification attempt.
How many times can a formwork inspection go through rectification?
The workflow allows the rectification-and-re-inspection loop to repeat up to two times if the re-inspection still comes back as not ready. Each attempt is tracked on the record's timeline, including the rectification work, photos, and re-inspection notes, so there's a clear history of what happened at each round.
Is this suitable for inspections across multiple sites or crews?
Yes — each submission creates its own record with a reference number, status, and timeline, so inspections at different sites or with different crews are tracked separately. Table views and dashboards show all records grouped by status, making it straightforward to see which pours are approved, in rectification, or awaiting re-inspection.
What information gets saved on the inspection record versus staying with a task?
Anything the workflow waits for — like the rectification work and photos, or the re-inspection result and notes — gets saved directly on the record. If a task isn't one the workflow waits for, its answers stay with that task in the record's task list instead. This distinction matters if you're relying on the record itself as your source of truth for reporting.
How does the client find out whether the pour is approved?
The builder or client receives an email automatically once the inspection is approved, whether that happens on the first pass or after a rectification cycle. They don't need to log in or check a dashboard — the email tells them the result, and the full history is visible in the record's timeline if anyone on your team needs to review it later.
Does this workflow help with compliance record-keeping for inspections?
The workflow records each inspection's status changes, the values entered by the inspector and crew, and a full timeline of what happened and when. Each business should confirm its own regulatory or contractual record-keeping obligations, as the workflow supports documentation but doesn't itself determine compliance.
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