Quality Inspection Workflow

Do I need any technical setup to start using this workflow?

No, the template is ready to use as soon as your workspace publishes it. There's no installation or development project involved, so your team can start submitting and managing inspection requests right away.

Can my team customise the inspection request form or the steps involved?

Yes, you can change any workflow by describing the change in plain English or editing the steps directly in the workflow editor. Earlier versions of the workflow are kept, so you can adjust the form fields, tasks, or notifications without losing your original setup.

Who is responsible for each part of the inspection process?

The inspector is assigned a task to record measurements, findings, photos, and the result, due within 3 days. If the inspection fails, a responsible owner is assigned a separate task to log the defect, corrective action taken, and evidence, due within 5 days.

What happens if an inspection fails?

When the result is a Fail, the status changes to Corrective Action and the responsible owner is given a task to document the defect, the corrective action taken, and supporting evidence. Once that's saved, the status moves back to Inspecting and the workflow returns to the inspector for re-inspection.

Does the requester need to create an account to submit or track a request?

No, requesters take part entirely through the public request form and any forms emailed to them, with no account needed. They receive an acknowledgement email with their reference number, and a pass notification email once the inspection is complete.

Is this workflow suitable for different types of inspections, like batches, locations, or specific items?

Yes, the request form captures the item, batch, or location to inspect along with the inspection type and the criteria to inspect against, so it can be adapted to a range of inspection scenarios. Since the workflow is editable, you can adjust the criteria fields or task instructions to suit your specific inspection categories.

How does my team keep track of inspections in progress versus completed ones?

Every inspection request is a record with a reference number, a status, and a timeline showing what's happened so far. Table views and dashboards show records grouped by status, making it easy to see what's Requested, Inspecting, in Corrective Action, or Passed at a glance.

What information gets saved permanently on the inspection record?

Because the workflow waits on both the inspection task and the corrective action task, everything entered there — measurements, findings, photos, result, defect description, corrective action taken, and evidence — is saved directly to the record. This gives you a documented history for each inspection, though each business should confirm this meets its own record-keeping requirements.

Can the same inspector re-check an item after corrective action is completed?

Yes, once corrective action details are saved, the workflow sets the status back to Inspecting and restarts from the inspection task, so the inspector can re-inspect. This loop continues until the result is a Pass, at which point the status changes to Passed and the requester is notified.