Workflow Template
Lintel Installation Check Workflow
Captures a lintel and opening installation inspection, notifies the builder/client of the result, and if failed routes rectification work to the bricklayer with re-inspection by the inspector (up to 2 cycles) before final sign-off.
Lintel and opening inspections often stall when a failed check needs rework, because there's no clear way to hand the fix to the bricklayer and get it re-checked without losing track of what happened. This workflow captures the installation inspection from a submitted form, notifies the builder or client of the result, and if the check fails, assigns rectification work to the bricklayer with re-inspection by the inspector, allowing up to two rectification cycles before final sign-off. Inspectors, bricklayers and site admins run it directly from the form submission through to a passed result.
Business Outcomes
- Cuts back-and-forth between inspector, bricklayer and builder on failed checks
- Keeps every inspection, rectification and re-inspection on one traceable record
- Reduces delays between a failed check and the rectification task being assigned
- Gives builders and clients automatic status updates without chasing the inspector
- Standardises the rectification and re-inspection cycle across all sites
Workflow Steps
Steps
- 1Create Inspection Recordcreate record
Registers the submitted installation check as an inspection record.
- 2Set Status to Submittedupdate record
Sets the inspection status to Submitted.
- 3Email Acknowledgement to Inspectorsend email
Sends the inspector an acknowledgement email with the inspection reference number.
- 4Route on Overall Result
Routes the workflow based on the overall inspection result.
overall_result: "Pass"→Set Status to Passedoverall_result: "Fail"→Set Status to RectificationDefault→End - 5Set Status to Passedupdate record
Sets the inspection status to Passed for an initial pass result.
- 6Email Client - Passedsend email
Emails the builder/client that the lintels and openings passed the installation check.
- 7Set Status to Rectificationupdate record
Sets the inspection status to Rectification when the overall result is a fail.
- 8Bricklayer: Rectify Failed Checkscreate task
Assigns the bricklayer a task due in 2 days to fix the failed checks and record rectification details.
- 9Save Rectification Details to Recordupdate record
Persists the rectification notes and photos onto the inspection record.
- 10Inspector: Re-inspectcreate task
Assigns the inspector a task due in 1 day to re-inspect the rectified work and record the result and notes.
- 11Save Re-inspection Result to Recordupdate record
Persists the re-inspection result and notes onto the inspection record.
- 12Route on Re-inspection Result
Routes the workflow based on the re-inspection outcome.
reinspection_result: "Pass"→Set Status to Passed (After Rectification)reinspection_result: "Fail"→Loop Back to Bricklayer for Further RectificationDefault→End - 13Loop Back to Bricklayer for Further Rectificationrestart from step
Restarts the rectification cycle from the bricklayer task when re-inspection fails, up to 2 times.
- 14Set Status to Passed (After Rectification)update record
Sets the inspection status to Passed once re-inspection confirms the rectification passed.
- 15Email Client - Rectified and Passedsend email
Emails the builder/client that the lintels and openings were rectified and passed the installation check.
Fields
Show all 23 fieldsShow fewer fields
FormLintel & Opening Installation Check
- Inspector Name*· Text
- Inspector Email*· Email
- Builder/Client Name*· Text
- Builder/Client Email*· Email
- Site Address*· Text
- Job Reference*· Text
- Openings Checked (location and size of each)*· Long text
- Lintel Type*· Choice
- Lintel size and type match the plans*· Choice
- Bearing length correct at each end*· Choice
- Opening level, square and right size for the frame*· Choice
- Flashing or damp-proof course over the lintel*· Choice
- Corrosion protection intact*· Choice
- Temporary props in place until mortar cures*· Choice
- Weep holes above the lintel*· Choice
- Bearing lengths measured*· Choice
- Photos· File upload
- Overall Result*· Choice
TaskBricklayer: Rectify Failed Checks
- Rectification Done*· Long text
- Rectification Photos· File upload
TaskInspector: Re-inspect
- Re-inspection Result*· Choice
- Re-inspection Notes· Long text
Other fields
- Inspection Status· Choice
- Inspector Name*
- Inspector Email*
- Builder/Client Name*
- Builder/Client Email*
- Site Address*
- Job Reference*
Forms
Lintel & Opening Installation Check
18 fields
Data Views
Installation Check Inspections
site_address, job_reference, lintel_type, overall_result +1 more
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send email in the workflow
AWS SES
Similar Workflows
Similar Categories
FAQs
How do I set up this workflow for my team?
Publish the template in your workspace and it's ready to run straight away, no development work needed. Add your inspectors and bricklayers as workspace members so tasks can be assigned to them, and share the public request form with whoever submits inspections.
Who fills in the initial inspection form?
The inspector completes the request form on site, entering details like openings checked, lintel type, bearing lengths, flashing and corrosion checks, photos and the overall result. No account is needed to submit it, since it's a public form.
What happens if the overall result is a fail?
The record status is set to Rectification and a task is assigned to the bricklayer, due in 2 days, to fix the failed checks and record what was done along with photos. Once that's saved, the inspector gets a re-inspection task due in 1 day to check the work and record the outcome.
How many rectification cycles does the workflow allow?
The workflow supports up to 2 rectification cycles. If re-inspection fails again, it loops back to the bricklayer for further rectification before the cycle limit is reached.
Can I change the tasks or due dates in this workflow?
Yes. You can describe the change you want in plain English, or edit the steps directly in the workflow editor, for example to change the bricklayer's 2-day deadline or add extra fields to the inspection form. Earlier versions of the workflow are kept so you can see what changed.
How does the builder or client find out the result?
They receive an email automatically once the status changes, either confirming a pass on the first check or confirming the work was rectified and passed after re-inspection. They don't need an account to receive these updates, since they're sent directly to the email address entered on the form.
Where do rectification and re-inspection details get saved?
Because the workflow waits for both the bricklayer's rectification task and the inspector's re-inspection task, the details entered on each (rectification notes, photos, re-inspection result and notes) are saved directly onto the inspection record. You can see the full history in the record's timeline.
How long does it take to get from failed check to final sign-off?
That depends on how quickly the bricklayer and inspector complete their assigned tasks, since the workflow sets task deadlines of 2 days for rectification and 1 day for re-inspection but doesn't control how fast people act. With up to 2 rectification cycles built in, the record's status and timeline always show exactly where it stands.
Can I see the status of all inspections at a glance?
Yes. Each inspection is a record with a reference number, a status such as Submitted, Rectification or Passed, and a timeline of everything that happened. Table views and dashboards in your workspace show records grouped by status so you can track where every job stands.
Ready to use this workflow?
Create a free account and customise this workflow for your business.