Quality Management
Quality management workflow templates for inspections, nonconformances, deviations, corrective actions and root cause analysis, plus change control, equipment calibration and supplier corrective action requests. Each issue is investigated, actioned and checked before closure, with findings and evidence on the record.
Benefits
- Record inspections and nonconformances with photos and evidence
- Assign corrective actions and check they worked
- Control changes with review and approval
Common Use Cases
Quality Management Templates(120)
Quality Inspection Workflow
Manages quality inspection requests from intake through inspection, corrective action (with re-inspection loop), and final pass notification, with tracking views and dashboards.
Nonconformance Management Workflow
Captures nonconformance reports for products or processes, routes them through quality review, corrective action (when required), effectiveness verification, and quality manager closure approval, with status tracking and notifications throughout.
Corrective Action Workflow
End-to-end corrective action process: intake and acknowledgement, severity triage and containment check, root cause and CAPA planning, manager approval gate for high-severity plans, implementation, effectiveness verification with rework loop, and closure notification.
Root Cause Analysis Workflow
Manages recurring incidents/defects from intake through investigation, corrective/preventive actions, effectiveness review, and quality sign-off, with status tracking and closure notification.
Deviation Management Workflow
Manages quality process/product deviations from initial report through severity assessment, disposition, investigation of major deviations, corrective action verification, and closure, with status tracking and reporter notifications throughout.
Equipment Calibration Workflow
Manages equipment calibration end-to-end: intake of calibration requests, technician calibration task, routing on within/out-of-tolerance results, quality impact assessment, adjustment/repair loop, and owner notifications at each stage.
Access Control Commissioning Checklist Workflow
Captures a security technician's commissioning checklist for an access control system, routes failed tests through a rectification loop, then manages customer handover, notification, and follow-up feedback collection.
Air Conditioning Commissioning Workflow
Captures the commissioning checklist for a newly installed air conditioning system, routes failed tests into a rectification loop, hands the system over to the customer once commissioned, and follows up with a handover summary and feedback request.
Automatic Gate Safety Device Test Workflow
Captures a technician's gate safety test, records Pass/Fail, notifies the client, and manages repair/retest cycles for failed tests until the gate passes or the retry limit is reached.
Backflow Prevention Device Test Record Workflow
Captures backflow prevention device test data from the plumber, records the pass/fail result, notifies the client, and manages repair/retest cycles until the device passes, with a table view and status chart for tracking.
Bathroom Plumbing Rough-In Inspection Workflow
Captures a bathroom renovation plumbing rough-in inspection, records pass/fail checks against plans, notifies the builder/client, and manages a rectification and re-inspection loop until the rough-in passes.
Battery Commissioning and Handover Workflow
Captures a battery commissioning test form, routes failed tests to installer rectification (with retest loop), then progresses through Commissioned and Handed Over statuses, sending the customer a handover summary email and a follow-up feedback request.
Brick Cleaning and Finish Inspection Workflow
Captures a final finish inspection for brick cleaning, records pass/fail checks, notifies the builder/client, and manages a rectification and re-inspection loop until the job passes.
Brickwork Completion and Defects List Workflow
Manages brickwork job completion sign-off: captures completion details, supervisor quality check with rework loop, customer review with issue-resolution loop, handover confirmation, and post-handover feedback collection.
Brickwork Quality Inspection Workflow
Captures a brickwork quality inspection, notifies stakeholders of the result, and if failed routes rectification work to the bricklayer with re-inspection by the inspector (up to 2 cycles) before final pass notification.
Carpentry Completion and Defects Workflow
Manages carpentry job completion from the completion form through supervisor quality check, defect rework loops, customer review and issue resolution, handover, and post-handover feedback collection.
CCTV Drain Inspection Report Workflow
Captures a CCTV drain inspection report, routes it through drainage manager review (with a bounded revision loop back to the inspector), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
CCTV Drain Inspection Request Workflow
Manages CCTV drain inspection requests from intake through office scheduling, drainer inspection, and outcome-based customer communication and repair follow-up.
Cladding Installation Inspection Workflow
Captures a cladding installation inspection, records pass/fail checks per elevation, notifies the builder/client of the result, and manages a rectification and re-inspection loop until the installation passes.
Cleaning Site Inspection and Scope Workflow
Captures an estimator's site inspection for a commercial cleaning job, calculates a quote, routes it through operations manager review (with a revision loop back to the estimator), then sends the customer a quote form and handles their accept/decline response with follow-up booking.
Commercial Cleaning Quality Audit Workflow
Captures a site quality audit with scores across six areas, calculates an overall audit score, and routes to Passed or Corrective Action. Corrective Action triggers a team leader remediation task and an auditor re-audit loop, ending with the client notified of the outcome.
Commercial Repaint Inspection Workflow
Captures a commercial painting inspection report, routes it through manager review (with revision loop), emails the approved report to the customer, and triggers a repaint quote task when repainting is recommended.
Concrete Crack and Defect Inspection Workflow
Captures a concrete defect/crack inspection, routes the report through manager review (with revision loop), emails the customer once approved, and triggers a repair quote or closes the job depending on the recommendation.
Concrete Curing Inspection Workflow
Captures a concrete curing inspection, notifies the builder/client of the result, and if an issue is found routes the job to the concreting crew for rectification and back to the inspector for re-inspection until curing passes.
Cracked Tile Repair Request Workflow
Intake and management workflow for tiling defect/repair requests: captures the request, books a tiler visit based on urgency, records diagnosis and repair outcome, and notifies the customer at each stage through to completion and feedback collection.
Deck Inspection and Maintenance Report Workflow
Captures a deck inspection report, routes it through carpentry manager review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair quote task when work is recommended.
Defect and Rework Close-Out Workflow
Captures defects reported on a job, triages by severity to set rework deadlines, assigns rework to the crew, has the supervisor verify the fix, loops back to the crew if not resolved (up to 2 times), then closes the defect and notifies the customer with a summary.
Demolition Exclusion Zone Daily Check Workflow
Daily pre-start inspection workflow for demolition sites: supervisor submits exclusion zone and safety checks, records are auto-cleared if safe, or work is stopped and the supervisor must remediate and re-check (up to 2 cycles) before the site is cleared to start.
Drain Maintenance Program Inspection Workflow
Captures technician drain inspection reports for commercial/strata sites, routes handling based on defect priority (none/minor/urgent), manages repair tasks, client quoting and approval, and keeps service status current through to completion.
Drain Root Intrusion Assessment Workflow
Captures a CCTV drain inspection, routes the report through drainage manager review (with an inspector revision loop), emails the approved report to the customer, and triggers a repair/relining quote task when recommended.
Drainage Inspection and Diagram Workflow
Captures a plumber's drainage/sewer service diagram inspection, routes it through an office legibility check (with a plumber revision loop if details are missing), then finalises the record — notifying the customer when the diagram is recorded, or routing to an estimator for a repair quote if defects were found.
Ducted Air Conditioning Inspection Workflow
Captures a ducted air conditioning inspection report, routes it through service manager review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair/upgrade quote task when recommended.
Earthworks Compaction Inspection Workflow
Captures earthworks level and compaction inspection results, notifies stakeholders, and manages rectification and re-inspection cycles until the earthworks pass.
Electrical Defect Rectification Workflow
Captures electrical defects found on-site, issues disconnection notices for dangerous defects, quotes and gets customer approval for rectification, tracks rectification work through to completion, and reports on defect status.
Electrical Preventive Maintenance Workflow
Captures a technician's PM inspection of commercial/industrial electrical assets, routes follow-up work based on defect priority (none/minor/urgent), manages quoting and client approval for minor defects, tracks urgent repairs, and keeps clients informed at each stage until the record reaches a final status.
Electrical Safety Inspection Checklist Workflow
Captures an electrical safety inspection report, routes it through supervisor review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
Electrical Test and Verification Workflow
Captures an electrical test and verification record, notifies the client of Pass/Fail results, and manages a repair-and-retest loop for failed installations until they pass or escalate.
Emergency and Exit Lighting Inspection Workflow
Captures emergency lighting and exit sign inspection results, notifies the client of pass/fail outcomes, manages quoting and client approval for repairs, tracks retests through to completion, and reports status via a table view and chart widget.
Equipment and Vehicle Pre-Start Workflow
Captures daily pre-start inspections for vehicles, trailers and plant, routes minor and unsafe defects to the workshop for repair, supervisor-verifies unsafe repairs before returning equipment to service, and keeps the record status and operator informed throughout.
EV Charger Installation and Testing Workflow
Manages an EV charger installation job from booking through optional switchboard upgrade, installation and testing, rectification if needed, commissioning, handover, and post-completion customer feedback.
Excavator Pre-Start Inspection Workflow
Captures the operator's pre-start inspection of an excavator, routes based on the reported machine status, and manages repair, verification, and return-to-service through workshop and supervisor tasks until the machine is cleared.
Fabrication Dimensional Inspection Workflow
Captures dimensional inspection results for fabricated items, notifies the inspector and client of the outcome, and manages a rectification/re-inspection loop for failed checks before final sign-off.
Fence Installation Quality Checklist Workflow
Captures a fence installation inspection, notifies the customer, and routes failed inspections through a fencing crew rectification and re-inspection loop before final sign-off.
Final Quality Inspection Workflow
Captures a final quality inspection before job handover, routes failed checks through a crew rectification and inspector re-check loop (up to 2 cycles), and on pass notifies the customer and tasks the office to arrange handover.
Fire Door Inspection Record Workflow
Captures fire door inspection results, notifies clients, and manages the repair quote approval and re-inspection cycle through to a final Passed or Repairs Declined status.
Fire Extinguisher Inspection Record Workflow
Captures a fire extinguisher inspection, routes on the result, manages replacement quoting and client approval, and tracks the record through to a final Passed/Declined status.
Fire Hose Reel Inspection Record Workflow
Captures fire hose reel inspection test data from a technician, routes based on Pass/Fail result, notifies the client, and manages repair/retest cycles until the reel passes, tracking status throughout.
Fire Hydrant Inspection and Test Workflow
Captures a fire hydrant inspection/test submission, routes on Pass/Fail result, notifies the client, and manages repair-and-retest cycles until the hydrant passes or the retry limit is reached.
Frequently Asked Questions
What Quality Management workflow templates are included?
Quality Management includes templates for quality inspections, nonconformance management, deviation management, corrective actions, root cause analysis, quality change control, equipment calibration, supplier corrective action requests, supplier performance reviews, internal audits and warranty claims.
Who are the Quality Management templates for?
They're designed for quality managers, inspectors and engineers in manufacturing, services and construction. Issues are raised through forms, and investigators and reviewers record findings and decisions on their tasks.
Can I change a quality template to suit my organisation?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add a customer notification or a second verification step — or edit the steps in the workflow editor. Earlier versions are kept.