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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

  1. 1
    Create Commissioning Recordcreate record

    Registers the submitted commissioning checklist as a new record.

  2. 2
    Set Status to Commissioningupdate record

    Sets the record status to Commissioning as testing begins.

  3. 3
    Route on Commissioning Result

    Branches based on whether the commissioning test result is Pass or Fail.

    result: "Pass"→Set Status to Commissioned
    result: "Fail"→Set Status to Rectification
    Default→End
  4. 4
    Set Status to Rectificationupdate record

    Sets the record status to Rectification following a failed commissioning result.

  5. 5
    Rectification Taskcreate task

    Assigns the irrigation technician a task to fix the fault and retest, due in 2 days.

  6. 6
    Save Retest Resultupdate record

    Persists the fault, fix and retest result to the record.

  7. 7
    Route on Retest Result

    Branches based on whether the retest passed or requires another rectification cycle.

    retest_result: "Pass"→Set Status to Commissioned
    retest_result: "Fail"→Loop Back to Rectification
    Default→End
  8. 8
    Loop Back to Rectificationrestart from step

    Restarts the rectification cycle for another fix-and-retest attempt, up to 2 times.

  9. 9
    Set Status to Commissionedupdate record

    Sets the record status to Commissioned once the system passes.

  10. 10
    Customer Handover Taskcreate task

    Assigns the irrigation technician a task to hand the system over to the customer, due in 1 day.

  11. 11
    Save Handover Detailsupdate record

    Persists the handover confirmation and warranty period to the record.

  12. 12
    Set Status to Handed Overupdate record

    Sets the record status to Handed Over.

  13. 13
    Email Handover Summarysend email

    Sends the customer a handover summary covering zones and run times, controller settings, seasonal watering tips and warranty period.

  14. 14
    Wait 2 Days

    Waits two days after handover before requesting feedback.

  15. 15
    Request 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

Systems by Commissioning Status

Recommended integrations

Setup the following integrations to extend workflow capability.

  • Send email in the workflow

    AWS SES logoAWS SES
irrigation system commissioning checklistlandscaping and gardeningchecklistcommissioningtradetrades

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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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Irrigation system commissioning checklist Workflow | assess.one