Workflow Template

Glass installation safety checklist Workflow

Collects a glazier's pre-start safety checklist for a glass installation job, automatically clears the job if safe, or stops work and routes to a supervisor for corrective action and re-check (up to 2 cycles) before clearing the glazier to start.

Picture a glazier arriving on site with a heavy glass panel, unsure if the lifting gear, exclusion zone and weather all check out before the job kicks off. This workflow collects that pre-start safety checklist through a simple online form, automatically clears the job if everything checks out, and stops work while routing the details to a supervisor if it doesn't. The supervisor records what was found and what was fixed, with up to two re-check cycles, so the glazier only gets the green light once the job is genuinely ready to start.

Business Outcomes

Faster clearance for jobs that pass the checklist, with no manual chasing needed
Fewer unsafe starts, since work is automatically stopped until a supervisor confirms it's safe
Clearer accountability, with corrective actions and safety determinations recorded on each job
Less admin for supervisors, thanks to a built-in re-check cycle instead of ad hoc follow-ups
A full timeline of each job's safety status, from submission through to clearance

Workflow Steps

Steps

1
Create Pre-Start Checklist Recordcreate record
Registers the submitted pre-start checklist as a record.
2
Set Status to Submittedupdate record
Marks the pre-start checklist as Submitted on creation.
3
Route on Pre-Start Result
Branches on whether the glazier's checklist result is safe to start or stop work.
result: "Safe to start"→Set Status to Cleared
result: "Not safe - stop work"→Set Status to Work Stopped
Default→End
4
Set Status to Clearedupdate record
Marks the record as Cleared because the initial checklist was safe to start.
5
Email Glazier - Cleared to Startsend email
Notifies the glazier that the job is cleared to start based on their own checklist.
6
Set Status to Work Stoppedupdate record
Marks the record as Work Stopped because the checklist identified an unsafe condition.
7
Email Glazier - Do Not Start Worksend email
Notifies the glazier that work must not start due to unsafe conditions found on the checklist.
8
Supervisor: Review Stopped Workcreate task
Assigns the supervisor a task to record issues, corrective actions taken, and whether it is now safe to start.
9
Save Supervisor Review to Recordupdate record
Persists the supervisor's recorded issues, corrective actions and safety determination to the record.
10
Route on Supervisor Determination
Branches on whether the supervisor has now determined the site is safe to start.
now_safe_to_start: "Safe to start"→Set Status to Cleared
now_safe_to_start: "Not safe"→Loop Back to Supervisor
Default→End
11
Loop Back to Supervisorrestart from step
Restarts the supervisor review since the site is still not safe, up to 2 times.
12
Set Status to Clearedupdate record
Marks the record as Cleared now that the supervisor has confirmed it is safe to start.
13
Email Glazier - Cleared After Corrective Actionsend email
Notifies the glazier that the job is now cleared to start, including the corrective actions taken.

Fields

Glazier Name*
Glazier Email*
Site Address*
Date*
Job Reference*
Glass Type*
+18 more fields

Forms

Glass Installation Pre-Start Safety Checklist

20 fields

Data Views

Pre-Start Checklists

site_address, job_date, job_reference, lifting_method +2 more

Dashboard Widgets

Pre-Starts by Pre-Start Status

Recommended integrations

Setup the following integrations to extend workflow capability.

Send email in the workflow
AWS SES

glass installation safety checklistglazing and windowschecklistsafetytradetrades

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FAQs

Do I need to set anything up before glaziers can use this checklist?

No installation or development work is needed. Once your workspace publishes this template, the request form is live and glaziers can start submitting pre-start checklists straight away.

Can my team customise the checklist questions or the supervisor's task?

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 so you can compare changes. This covers the request form fields, the supervisor's review task, and the email messages sent to glaziers.

What happens if the glazier's checklist says the job is not safe to start?

The record status changes to Work Stopped, the glazier is emailed telling them not to start, and a supervisor is assigned a task to record the issues found, the corrective actions taken, and whether the site is now safe. Work only resumes once the supervisor confirms it's safe.

How many times can the supervisor re-check a job before it's cleared?

The workflow allows up to two loop-back cycles for the supervisor review. If the site is still marked as not safe after those cycles, the record stays on the supervisor's task list for further action and the timeline reflects each review.

Does the glazier need an account to submit the checklist?

No. Glaziers submit the pre-start checklist through a public request form and receive email notifications about their job's status, without ever needing to log into an account.

Who is responsible for the corrective action step?

A supervisor is assigned the task of reviewing stopped work. They record the issues found, the corrective actions taken, and whether the site is now safe to start, and this information is saved directly to the job record.

Is this suitable for jobs at multiple sites or with different glaziers each day?

Yes. Each submission creates its own record with a reference number, site address, job reference and status, so multiple glaziers and sites can be tracked separately within the same workspace.

What information is kept on record for each job?

Each job record keeps the original checklist answers, the current status, and a timeline showing what happened, including any supervisor review, corrective actions and safety determinations. Businesses should confirm this level of record-keeping meets their own safety obligations.

Can the glazier see updates without calling the office?

Yes. The glazier is automatically emailed when their job is cleared to start, when work is stopped, and again if it's cleared after corrective action, so they always know the current status of their job.

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