Workflow Template
Lead paint risk screening Workflow
Screens a job site for lead paint risk before sanding, scraping or stripping. Captures building age, paint condition, occupant risk factors and test results, routes to Clear to Proceed or Lead Controls Required, tracks supervisor clean-up controls with rework looping, and finishes at Controls Verified.
Painters and supervisors need a reliable way to check for lead paint risk before sanding, scraping or stripping starts, and to prove clean-up controls were followed when lead is present or assumed. This workflow captures building age, paint condition, occupant risk factors and test results on a public request form, then routes the record to Clear to Proceed or Lead Controls Required. Painters, supervisors and customers each get the notices and tasks relevant to them, and the record moves through to Controls Verified once the clean-up check passes.
Business Outcomes
- Helps standardise lead paint risk checks before disturbance work begins
- Makes it easier to track supervisor clean-up controls with built-in rework looping
- Supports faster, clearer communication with painters and customers at each stage
- Keeps a timestamped record of test results, controls and status for each job
- Reduces manual follow-up by automatically routing records based on screening result
Workflow Steps
Steps
- 1Create Screening Recordcreate record
Registers the submitted screening as a new lead_screening record.
- 2Set Status to Screenedupdate record
Marks the record as Screened once the intake form has been submitted.
- 3Route on Screening Result
Branches the workflow depending on whether lead was detected, not detected, or not tested.
screening_result: "Not detected"→Set Status to Clear to Proceedscreening_result: "Lead detected"→Set Status to Lead Controls Requiredscreening_result: "Not tested - treat as lead"→Set Status to Lead Controls RequiredDefault→Set Status to Lead Controls Required - 4Set Status to Clear to Proceedupdate record
Updates the record to Clear to Proceed since no lead was detected.
- 5Email Painter: Clear to Proceedsend email
Notifies the painter that work can proceed as normal.
- 6Set Status to Lead Controls Requiredupdate record
Updates the record to Lead Controls Required as lead is present or assumed.
- 7Email Customer: Lead Controls Noticesend email
Informs the customer that lead paint is present or assumed and how the team will work safely.
- 8Supervisor: Record Controls and Clean-up Checkcreate task
Assigns the supervisor a task due in 1 day to record the safety controls implemented and the clean-up check result.
- 9Save Controls and Clean-up Result to Recordupdate record
Persists the supervisor's recorded controls and clean-up check result to the record.
- 10Route on Clean-up Check Result
Branches depending on whether the clean-up check passed or needs to be redone.
cleanup_check_result: "Clean"→Set Status to Controls Verifiedcleanup_check_result: "Not clean"→Send Back to Supervisor for ReworkDefault→Send Back to Supervisor for Rework - 11Send Back to Supervisor for Reworkrestart from step
Restarts the supervisor task because the clean-up check did not pass, up to 2 times.
- 12Set Status to Controls Verifiedupdate record
Updates the record to Controls Verified once the clean-up check passes.
- 13Email Customer: Work Area Verifiedsend email
Notifies the customer that the work area was cleaned and checked.
Fields
- Painter Name*
- Painter Email*
- Customer Name*
- Customer Email*
- Customer Mobile*
- Site Address*
- +12 more fields
Forms
Lead Paint Risk Screening
15 fields
Data Views
Lead Paint Screenings
customer_name, site_address, building_age, screening_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
How do I set up this workflow for my team?
Publish the template in your workspace and it's ready to run immediately, no installation or development project needed. Share the public request form link with painters or embed it in your job intake process, and the workflow handles the rest from there.
What happens when the test result shows lead is not detected?
The record is set to Clear to Proceed and the painter is emailed a notice that work can proceed as normal. This happens automatically as soon as the Result field on the intake form is Not detected.
What happens if the paint isn't tested at all?
The workflow treats a Not Tested result the same as Lead Detected, routing the record to Lead Controls Required. This means the customer gets the Lead Controls Notice and a supervisor task is created, so untested sites default to the safer path.
Who is responsible for the clean-up check?
A supervisor is assigned a task due in one day to record the controls put in place and the clean-up check result. The workflow waits for this task to be completed before the record can move forward, and the answers are saved directly to the record.
What happens if the clean-up check fails?
If the Clean-up Check Result is Not Clean, the supervisor task is sent back for rework, and this can happen up to two times. Once the clean-up check comes back Clean, the record status updates to Controls Verified and the customer is notified.
Can I change the fields on the request form?
Yes. You can describe the change you want in plain English or edit the form fields directly in the workflow editor, and earlier versions of the workflow are kept. This is useful if your business needs to capture additional site or occupant details.
Does the customer need to log in to receive updates?
No. Customers take part through the public request form and through forms emailed to them, and they never need to create an account. They'll receive email notices such as the Lead Controls Notice and Work Area Verified message automatically as the record progresses.
How long does the screening and controls process usually take?
The intake and routing steps run instantly once the form is submitted. The supervisor task has a one-day due date, though the total time depends on whether the clean-up check needs rework, since that can add up to two additional review cycles.
What records are kept for compliance purposes?
Each screening is saved as a record with a reference number, status, and a timeline showing every step, including the controls and clean-up check result entered by the supervisor. Businesses should confirm with their own advisors what documentation their local lead paint regulations require.
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