Workflow Template
Plasterboard installation quality checklist Workflow
Captures a plasterboard installation inspection, records pass/fail on each check, notifies the builder/client, and if failed, routes rectification work to the plasterer and a re-inspection by the inspector (looping up to twice) before final sign-off.
Plasterboard installation failures often go unresolved because rectification work isn't tracked and re-inspections get forgotten. This workflow captures the full inspection checklist, records a pass or fail against each check, and automatically routes any failed items to the plasterer for rectification, with the inspector re-checking the work before sign-off. Inspectors submit the checklist, plasterers complete rectification tasks, and builders or clients are notified by email at each key stage — all run by the site inspector overseeing the job.
Business Outcomes
- Reduces time spent chasing rectification work by assigning it directly to the plasterer with a due date
- Gives builders and clients clear visibility of pass/fail status without phone calls or site visits
- Cuts down on missed re-inspections with an automatic loop back to the plasterer on repeat failures
- Keeps inspection photos, rectification notes and re-inspection results together on one record
- Speeds up final sign-off with a status and timeline that shows exactly where each job stands
Workflow Steps
Steps
- 1Create Inspection Recordcreate record
Registers the submitted inspection checklist as an inspection record.
- 2Set Status to Submittedupdate record
Marks the inspection record status as Submitted.
- 3Email Inspector Acknowledgementsend email
Sends the inspector an acknowledgement email with the inspection reference number.
- 4Route on Overall Result
Branches on the overall inspection result to either pass sign-off or rectification.
overall_result: "Pass"→Set Status to Passedoverall_result: "Fail"→Set Status to RectificationDefault→End - 5Set Status to Passedupdate record
Marks the inspection record status as Passed.
- 6Email Builder/Client - Passedsend email
Notifies the builder or client that the plasterboard installation passed the installation check.
- 7Set Status to Rectificationupdate record
Marks the inspection record status as Rectification.
- 8Plasterer: Rectify Failed Checkscreate task
Assigns the plasterer a task, due in 2 days, to rectify the failed checks and record the work done with photos.
- 9Save Rectification Details to Recordupdate record
Persists the rectification notes and photos to 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 to the inspection record.
- 12Route on Re-inspection Result
Branches on the re-inspection result to either final pass sign-off or another rectification loop.
reinspection_result: "Pass"→Set Status to Passed (Rectified)reinspection_result: "Fail"→Loop Back to PlastererDefault→End - 13Loop Back to Plastererrestart from step
Restarts the rectification cycle from the plasterer task since the re-inspection failed.
- 14Set Status to Passed (Rectified)update record
Marks the inspection record status as Passed after successful rectification and re-inspection.
- 15Email Builder/Client - Passed After Rectificationsend email
Notifies the builder or client that the plasterboard installation was rectified and passed the installation check.
Fields
- Inspector Name*
- Inspector Email*
- Builder / Client Name*
- Builder / Client Email*
- Site Address*
- Job Reference*
- +17 more fields
Forms
Plasterboard Installation Quality Checklist
18 fields
Data Views
Inspections
site_address, job_reference, rooms_levels, overall_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 plasterboard inspection workflow for my team?
Publish the template in your workspace and it's ready to use immediately — no installation or setup project needed. Share the public request form with your inspectors, or have them fill it in directly, and the workflow takes care of routing, notifications and status updates from there.
Who needs to be added as a workspace user to run this process?
Add your inspectors and plasterers as workspace members so tasks like rectification and re-inspection can be assigned to them. Builders and clients don't need an account — they take part through emailed forms and notifications sent to their address.
What happens when an inspection fails?
The record status is set to Rectification and a task is assigned to the plasterer, due in 2 days, to fix the failed checks and record what was done with photos. Once that's submitted, the inspector gets a re-inspection task due in 1 day to check the rectified work.
What if the re-inspection fails again?
The workflow loops back to the plasterer for another round of rectification, and the cycle repeats. This loop can run up to twice before the process moves to final sign-off, so rework stays tracked rather than falling through the cracks.
Can I change the checklist items or add new ones?
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 see what changed and when.
How are the builder or client kept informed during the process?
They receive an email when the inspection passes outright, and a separate email if it passes after rectification work was completed. Both emails reference the job's inspection record so they can follow progress without needing to log in anywhere.
Where do the inspection photos and rectification notes get saved?
Because the workflow waits on the plasterer's rectification task and the inspector's re-inspection task, whatever they enter — including photos and notes — is saved directly to the inspection record. This keeps a full history of the checklist, the rectification work and the re-inspection outcome in one place.
How long does a typical inspection cycle take from submission to sign-off?
A straightforward pass moves through acknowledgement, status update and builder notification within minutes of submission. If rectification is needed, the plasterer's task is due in 2 days and the re-inspection in 1 day, so a single rectification loop typically adds a few days depending on how quickly each task is completed.
Can I see the status of all inspections across multiple sites?
Yes. Each inspection is a record with its own reference number, status and timeline, and table views and dashboards group these records by status. This gives you a clear view of which jobs are submitted, in rectification, or passed across all your sites.
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