Workflow Template
Pre-sheet inspection / framing readiness Workflow
Captures a pre-sheet framing inspection, notifies the builder/client, and manages rectification loops between framer and inspector until framing is ready to sheet.
When a frame fails a pre-sheet check, inspectors and framers usually fall back on phone calls and text threads to track what needs fixing, who fixed it, and whether it passed the second time round — and details get lost between trades. This workflow captures the inspection on submission, routes straight-pass jobs to the client automatically, and cycles failed jobs through a framer rectification task and inspector re-check until the frame is marked Ready to Sheet. The result is a single record with a timeline of every check, rectification and re-inspection, so nothing gets sheeted over before it's actually ready.
Business Outcomes
- Reduces time spent manually chasing rectification status between framer and inspector
- Helps cut down on frames being sheeted before failed checks are properly fixed
- Speeds up client notification once framing is confirmed ready to sheet
- Improves visibility into which jobs are stuck in rectification loops
- Supports faster turnaround on re-inspections with built-in task deadlines
Workflow Steps
Steps
- 1Create Inspection Recordcreate record
Registers the submitted pre-sheet inspection as a new record.
- 2Set Status to Submittedupdate record
Marks the inspection record status as Submitted.
- 3Send Acknowledgement Emailsend email
Emails the inspector an acknowledgement of submission with the reference number.
- 4Route on Overall Result
Routes the workflow based on whether the framing is ready to sheet or not.
overall_result: "Ready to sheet"→Set Status to Ready to Sheetoverall_result: "Not ready"→Set Status to RectificationDefault→End - 5Set Status to Ready to Sheetupdate record
Marks the inspection record status as Ready to Sheet after an initial pass.
- 6Email Client - Passedsend email
Emails the builder/client that the framing passed the pre-sheet inspection.
- 7Set Status to Rectificationupdate record
Marks the inspection record status as Rectification because the framing failed checks.
- 8Framer: Rectify Failed Checkscreate task
Assigns the framer a task to fix the failed checks within 2 days, recording rectification details and photos.
- 9Save Rectification Detailsupdate record
Persists the framer's rectification notes and photos to the inspection record.
- 10Inspector: Re-inspect Framingcreate task
Assigns the inspector a task to re-inspect the rectified framing within 1 day, recording the result and notes.
- 11Save Re-inspection Resultupdate record
Persists the re-inspection result and notes to the inspection record.
- 12Route on Re-inspection Result
Routes based on whether the re-inspection passed or still requires rectification.
reinspection_result: "Ready to sheet"→Set Status to Ready to Sheetreinspection_result: "Not ready"→Send Back to FramerDefault→End - 13Send Back to Framerrestart from step
Restarts the rectification cycle from the framer task because the re-inspection still failed.
- 14Set Status to Ready to Sheetupdate record
Marks the inspection record status as Ready to Sheet after successful rectification and re-inspection.
- 15Email Client - Rectified and Passedsend email
Emails the builder/client that the framing was rectified and passed the pre-sheet inspection.
Fields
- Inspector Name*
- Inspector Email*
- Builder/Client Name*
- Builder/Client Email*
- Site Address*
- Job Reference*
- +12 more fields
Forms
Pre-Sheet Inspection Form
17 fields
Data Views
Pre-Sheet 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
Similar Workflows
Similar Categories
FAQs
What happens if the framing fails the pre-sheet inspection?
The record status is set to Rectification and a task is assigned to the framer to fix the failed checks within 2 days, with fields for rectification details and photos. Once submitted, those details are saved to the record and an inspector task is created to re-inspect within 1 day.
What happens if the re-inspection still finds the framing not ready?
The workflow routes back to the framer task, restarting the rectification cycle rather than moving the job forward. This loop between framer and inspector continues until a re-inspection confirms the framing is ready to sheet, and each cycle is recorded on the record's timeline.
Can this handle multiple rounds of rectification on the same job?
Yes, the routing step after re-inspection is designed to send the record back to the framer task as many times as needed. Each rectification and re-inspection attempt is saved to the record, so the full history of attempts is visible in the timeline.
Who is involved in this workflow, and what do they each do?
The inspector submits the initial pre-sheet inspection via the request form and later completes any re-inspection task. The framer is assigned a task to fix failed checks and record rectification details and photos. The builder/client receives email notifications when the framing passes, either on the first inspection or after rectification, and does not need an account to receive these.
What if the framing passes on the first inspection with no rectification needed?
The routing step on Overall Result sends the record straight to Ready to Sheet status and triggers an email to the builder/client confirming the pass. The framer and rectification tasks are skipped entirely in this path.
Can the task deadlines for the framer and inspector be changed?
Yes, the 2-day framer task and 1-day inspector task can be adjusted by describing the change in plain English or editing the steps directly in the workflow editor. Earlier versions of the workflow are kept, so changes can be reviewed or reverted if needed.
What if we need to add extra fields to the inspection form, like a fire-rating checklist item?
The request form can be updated to capture additional fields, and these will save to the inspection record like the existing fields. Since the workflow waits on the framer and inspector tasks, any fields added to those tasks are also saved to the record once submitted.
How are photos and measurements from the inspection tracked?
Photos and out-of-plane measurements submitted on the original request form are saved to the inspection record at creation. Rectification photos from the framer task and any re-inspection notes are saved to the record as separate steps, keeping a visual and written history alongside the status timeline.
Does the builder/client need to log into anything to get updates?
No, the builder/client receives email notifications directly — either confirming a pass on first inspection or confirming the framing was rectified and passed. They take part through emailed forms and notifications without needing an account.
What does the inspection record show once the process is complete?
The record carries a reference number, a status that reflects the final outcome such as Ready to Sheet, and a timeline showing every step from initial submission through any rectification and re-inspection cycles. Each business should confirm this record meets its own documentation obligations for framing sign-off.
Ready to use this workflow?
Create a free account and customise this workflow for your business.
