Workflow Template
Irrigation system commissioning checklist Workflow
Captures irrigation system commissioning test results, routes failed systems through rectification, hands the system over to the customer once passed, and follows up with a handover email and feedback request.
When an irrigation crew relies on paper checklists and follow-up phone calls, failed zones get forgotten, rectification work slips, and customers wait days for a handover pack that never quite arrives. This workflow captures commissioning test results on the spot, automatically routes any failed system into a tracked rectification cycle, and only marks the job Commissioned once every zone passes. Once handed over, it sends the customer a handover summary and a feedback request without anyone on the team needing to remember to follow up.
Business Outcomes
- Fewer failed zones slipping through untracked, since rectification is routed and logged automatically
- Faster handover turnaround with a dedicated 1-day handover task and status tracking
- Less manual chasing for retest results, fault descriptions and fixes applied
- More consistent customer communication with an automatic handover summary email
- Better visibility into commissioning outcomes through record status and timeline history
Workflow Steps
Steps
- 1Create Commissioning Recordcreate record
Registers the submitted commissioning checklist as a new record.
- 2Set Status to Commissioningupdate record
Sets the record status to Commissioning as testing begins.
- 3Route on Commissioning Result
Branches based on whether the commissioning test result is Pass or Fail.
result: "Pass"→Set Status to Commissionedresult: "Fail"→Set Status to RectificationDefault→End - 4Set Status to Rectificationupdate record
Sets the record status to Rectification following a failed commissioning result.
- 5Rectification Taskcreate task
Assigns the irrigation technician a task to fix the fault and retest, due in 2 days.
- 6Save Retest Resultupdate record
Persists the fault, fix and retest result to the record.
- 7Route on Retest Result
Branches based on whether the retest passed or requires another rectification cycle.
retest_result: "Pass"→Set Status to Commissionedretest_result: "Fail"→Loop Back to RectificationDefault→End - 8Loop Back to Rectificationrestart from step
Restarts the rectification cycle for another fix-and-retest attempt, up to 2 times.
- 9Set Status to Commissionedupdate record
Sets the record status to Commissioned once the system passes.
- 10Customer Handover Taskcreate task
Assigns the irrigation technician a task to hand the system over to the customer, due in 1 day.
- 11Save Handover Detailsupdate record
Persists the handover confirmation and warranty period to the record.
- 12Set Status to Handed Overupdate record
Sets the record status to Handed Over.
- 13Email Handover Summarysend email
Sends the customer a handover summary covering zones and run times, controller settings, seasonal watering tips and warranty period.
- 14Wait 2 Days
Waits two days after handover before requesting feedback.
- 15Request Customer Feedbackrequest external input
Sends the customer a feedback form to rate the service and leave comments.
Fields
- Irrigation Technician Name*
- Customer Name*
- Customer Email*
- Customer Mobile*
- Site Address*
- Controller Make and Model*
- +23 more fields
Forms
Irrigation System Commissioning Checklist
21 fields
Data Views
Irrigation Commissioning Records
customer_name, site_address, controller_make_model, number_of_zones +3 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
What happens if a system fails commissioning?
The record status changes to Rectification and the irrigation technician is assigned a task to fix the fault and retest, due in 2 days. The technician records the Fault Description, Fix Applied and Retest Result directly on that task, and these are saved to the record once completed.
What happens if the retest fails again?
The workflow routes back into another rectification cycle, giving the technician up to 2 more fix-and-retest attempts. Each cycle's fault description, fix and retest result are saved to the record, so the full history of attempts is visible in the record timeline.
Can this handle a system that fails rectification more than twice?
The workflow supports up to 2 loop-back cycles through rectification before the process needs manual attention. If a system still hasn't passed after these cycles, the workspace can review the record's timeline and decide how to proceed, since every attempt and result is logged on the record.
Who is responsible for the rectification and handover tasks?
The irrigation technician who submitted the original commissioning checklist is assigned both the Rectification Task and the Customer Handover Task. Workspace admins can reassign these tasks to another team member if needed, since tasks are assigned to team members rather than fixed to one person.
What information does the customer receive after handover?
Once the record status is set to Handed Over, the customer is automatically emailed a handover summary covering zone run times, controller settings, seasonal watering tips and the warranty period. Two days later, they receive a feedback form asking for overall satisfaction and any comments or suggestions.
What if the customer doesn't respond to the feedback request?
The feedback form is sent by email and the customer doesn't need an account to respond. If they don't complete it, the record simply remains at the Handed Over status with no feedback recorded, and the request stays visible in the workspace's records.
Can we customise which checks are included in the commissioning checklist?
Yes, the request form fields and checklist items can be edited in the workflow editor or by describing the change in plain English, so items like backflow device checks or sensor tests can be adjusted to match your requirements. Earlier versions of the workflow are kept, so changes can be reviewed later.
What does the record show if we need to check commissioning history for a job?
Each commissioning request is a record with a reference number, current status and a full timeline of what happened, including rectification attempts and handover details. Table views and dashboards let staff see records grouped by status, such as Commissioning, Rectification or Handed Over.
Does the technician need a login to complete tasks?
The irrigation technician works within the workspace as an admin or member, so they use their workspace access to complete assigned tasks like rectification and handover. The customer, by contrast, only interacts through the emailed handover summary and feedback form, without needing an account.
Can this workflow send SMS updates instead of email?
Email and SMS are both built into the platform, so notification steps in this workflow can be adjusted to use SMS where preferred. A workspace can also connect its own AWS SES, AWS SNS or Twilio account if it wants messages sent through its own provider.
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