Workflow Template
Rendering application quality checklist Workflow
Captures a rendering application quality inspection, acknowledges submission, routes on the overall Pass/Fail result, and if it fails, runs a rectification and re-inspection loop (up to 2 cycles) before notifying the builder/client of the final outcome.
Render inspections often get stuck in email threads and spreadsheets, with no clear record of what failed, what was fixed, and whether it was re-checked. This workflow captures the full quality checklist from a submission form, routes the record based on the overall Pass/Fail result, and if it fails, assigns a renderer to rectify the work and an inspector to re-check it, looping up to two times before the builder or client is notified of the final outcome. Inspectors, renderers and workspace admins run the process from a shared record with a status and full timeline.
Business Outcomes
- Faster turnaround from inspection submission to client notification
- Clearer visibility into which inspections are pending rectification or re-inspection
- Fewer missed follow-ups thanks to assigned tasks with due dates
- Consistent checklist data captured on every job, including photos
- Reduced manual chasing between inspectors, renderers and clients
Workflow Steps
Steps
- 1Create Inspection Recordcreate record
Registers the submitted inspection checklist as a new render inspection record.
- 2Set Status to Submittedupdate record
Updates the inspection status field to Submitted.
- 3Email Submission Acknowledgementsend email
Emails the inspector an acknowledgement of the submitted inspection with the job reference.
- 4Route on Overall Result
Branches the workflow depending on whether the overall inspection result is Pass or Fail.
overall_result: "Pass"→Set Status to Passedoverall_result: "Fail"→Set Status to RectificationDefault→End - 5Set Status to Passedupdate record
Updates the inspection status to Passed following a first-time pass result.
- 6Email Client - Render Passedsend email
Emails the builder/client to confirm the render passed the quality inspection.
- 7Set Status to Rectificationupdate record
Updates the inspection status to Rectification following a failed inspection result.
- 8Renderer: Rectify Failed Checkscreate task
Assigns the renderer a task due in 2 days to rectify the failed checks and record what was done with photos.
- 9Save Rectification Detailsupdate record
Persists the rectification notes and photos to the inspection record.
- 10Inspector: Re-inspect Rendercreate task
Assigns the inspector a task due in 1 day to re-inspect the render and record the result and notes.
- 11Save Re-inspection Detailsupdate record
Persists the re-inspection result and notes to the inspection record.
- 12Route on Re-inspection Result
Branches depending on whether the re-inspection result is Pass or Fail.
reinspection_result: "Pass"→Set Status to Passedreinspection_result: "Fail"→Loop Back to RectificationDefault→End - 13Loop Back to Rectificationrestart from step
Restarts the workflow from the rectification task for another rectification and re-inspection cycle, up to 2 times.
- 14Set Status to Passedupdate record
Updates the inspection status to Passed after successful rectification and re-inspection.
- 15Email Client - Render Rectified and Passedsend email
Emails the builder/client to confirm the render was rectified and passed the quality inspection.
Fields
- Inspector Name*
- Inspector Email*
- Builder/Client Name*
- Builder/Client Email*
- Site Address*
- Job Reference*
- +14 more fields
Forms
Render Quality Inspection Checklist
19 fields
Data Views
Render Inspections
site_address, job_reference, render_system, 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 to your workspace and it's ready to run straight away, no installation needed. You'll want to add your inspectors and renderers as workspace members so tasks like rectification and re-inspection can be assigned to them.
What information does the request form collect?
The form captures inspector and builder/client contact details, site address, job reference, and the full render quality checklist covering coat thickness, flatness, control joints, texture, cracking and cleanup. It also collects flatness measurements, photos, and the overall Pass/Fail result.
What happens when an inspection passes on the first attempt?
The record status updates to Passed and the builder or client is emailed straight away to confirm the render passed. No rectification tasks are created in this path.
What happens when an inspection fails?
The status changes to Rectification and a renderer is assigned a task, due in 2 days, to fix the failed checks and log the work done with photos. Once that's submitted, an inspector is assigned a re-inspection task due in 1 day to record the new result.
How does the rectification and re-inspection loop work?
If the re-inspection passes, the status updates to Passed and the builder/client gets a confirmation email that the render was rectified and passed. If it fails, the workflow loops back to another rectification and re-inspection cycle, up to two cycles in total.
Can I change the checklist questions or task deadlines?
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 review what changed.
Do inspectors and clients need an account to take part?
No. Inspectors submit through the public request form, and builders/clients receive emailed forms and notifications without ever needing to log in or set up an account.
Who can see the status of an inspection?
Each inspection is a record with a reference number, a status and a timeline of everything that's happened on it. Workspace admins and members can view records in table views and dashboards organised by status.
Where do rectification and re-inspection details get saved?
Because the workflow waits for both the rectification task and the re-inspection task, the details entered on them — including work done, photos, results and notes — are saved directly to the inspection record.
Can we send notifications through our own email or SMS setup?
Yes. A workspace can optionally send emails through its own AWS SES account or SMS through AWS SNS or Twilio, so acknowledgements and client notifications go out under your own sending setup.
Ready to use this workflow?
Create a free account and customise this workflow for your business.