Workflow Template
Glass / window installation quality inspection Workflow
Captures a glazing/window installation quality inspection, records pass/fail on each check item, notifies the customer or builder of the result, and manages a rectification and re-inspection loop until the installation passes.
Picture a glazier's team finishing a window install and the inspector needing to check everything off before the customer or builder gets the all-clear. This workflow captures the inspection checklist, automatically emails the result to the customer or builder, and if anything fails, it kicks off a rectification task for the glazier followed by a re-inspection, looping until the job passes. Everyone involved gets clear tasks with deadlines, and the record's timeline shows exactly what happened and when, so there's no guessing where a job stands.
Business Outcomes
- Faster turnaround on failed inspections by automatically assigning rectification tasks with due dates
- Clearer visibility into inspection status across all jobs via dashboards showing records by status
- Fewer missed follow-ups thanks to built-in re-inspection loops with tracked deadlines
- More consistent inspection records with photos and notes captured against each job
- Reduced back-and-forth with customers or builders through automatic pass/fail email updates
Workflow Steps
Steps
- 1Create Inspection Recordcreate record
Registers the submitted inspection as a record.
- 2Set Status: Submittedupdate record
Sets the inspection status to Submitted on creation.
- 3Email Acknowledgementsend email
Emails the inspector an acknowledgement with the record reference number.
- 4Route on Overall Result
Branches based on whether the inspection overall result passed or failed.
overall_result: "Pass"→Set Status: Passedoverall_result: "Fail"→Set Status: RectificationDefault→Set Status: Rectification - 5Set Status: Passedupdate record
Sets the inspection status to Passed.
- 6Email Customer/Builder: Passedsend email
Emails the customer or builder that the glazing passed the quality inspection.
- 7Set Status: Rectificationupdate record
Sets the inspection status to Rectification.
- 8Glazier: Rectify Failed Checkscreate task
Assigns the glazier a task due in 2 days to rectify the failed checks, recording the work done and photos.
- 9Save Rectification Detailsupdate record
Saves the glazier's rectification notes and photos to the record.
- 10Inspector: Re-inspectcreate task
Assigns the inspector a task due in 1 day to re-inspect and record the result and notes.
- 11Save Re-inspection Resultupdate record
Saves the inspector's re-inspection result and notes to the record.
- 12Route on Re-inspection Result
Branches based on whether the re-inspection passed or failed.
reinspection_result: "Pass"→Set Status: Passedreinspection_result: "Fail"→Return to Glazier for Further RectificationDefault→Return to Glazier for Further Rectification - 13Return to Glazier for Further Rectificationrestart from step
Closes this iteration and restarts the rectification cycle from the glazier task, up to 2 times.
- 14Set Status: Passedupdate record
Sets the inspection status to Passed after successful rectification and re-inspection.
- 15Email Customer/Builder: Rectified and Passedsend email
Emails the customer or builder that the glazing was rectified and passed the quality inspection.
Fields
- Inspector Name*
- Inspector Email*
- Customer / Builder Name*
- Customer / Builder Email*
- Site Address*
- Job Reference*
- +18 more fields
Forms
Glass & Window Installation Quality Inspection
19 fields
Data Views
Inspections
site_address, job_reference, overall_result, inspection_status
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 workflow is ready to use as soon as your workspace publishes it. There's no installation or development project involved, so your team can start submitting inspections straight away.
Can my team customise the checklist items or add extra 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 always see how it's evolved.
Who is responsible for each task in the rectification loop?
The glazier is assigned the rectification task, due in 2 days, to fix failed checks and record the work done with photos. The inspector then gets a re-inspection task due in 1 day to check the fix and record the result, and this loop can repeat up to 2 times if needed.
What happens if the re-inspection fails again?
The workflow routes it back to the glazier for another round of rectification, restarting the cycle. This can happen up to 2 times, keeping the job moving without anyone needing to manually reassign tasks.
Does the customer or builder need to log in to see the result?
No, they're notified by email automatically when the inspection passes or when it's rectified and passed. They never need an account to receive these updates.
Is this workflow suitable for tracking multiple sites or jobs at once?
Yes, each inspection becomes its own record with a reference number, status and timeline, so you can track many jobs in parallel. Table views and dashboards let you see records grouped by status, like Submitted, Rectification or Passed.
What gets saved on the record versus staying with a task?
Since the workflow waits on both the glazier's rectification task and the inspector's re-inspection task, the details entered there — rectification notes, photos, re-inspection result and notes — are all saved on the record. This means anyone reviewing the record later can see the full history of what was checked and fixed.
Can I see who did what and when on a specific inspection?
Yes, each record keeps a timeline of what happened, including status changes and task completions. Workspace activity is also logged, giving you a clear trail for each job.
Does this workflow help with compliance record-keeping?
The workflow records statuses, the values your team enters on each check, and a timeline of actions taken on each inspection. Each business should confirm its own compliance obligations, as this is documentation support rather than a compliance guarantee.
Ready to use this workflow?
Create a free account and customise this workflow for your business.