Workflow Template
Stone cutting and dressing check Workflow
Captures a stonemasonry cutting and dressing inspection, notifies the project manager, and routes failed checks through a stonemason rectification task and inspector re-inspection loop (up to 2 cycles) before final sign-off.
Stonemasonry contractors and construction project teams need a consistent, visible way to record cutting and dressing inspections and manage rectification when stone fails to meet the approved sample or cutting list. This workflow captures inspection details from a request form, notifies the project manager of the outcome, and, on failure, routes the record through a stonemason rectification task and an inspector re-inspection loop, repeating up to two cycles before final sign-off. Inspectors, stonemasons and project managers are each engaged at the relevant stage through assigned tasks and email notifications.
Business Outcomes
- Supports faster visibility of inspection results for project managers through automatic email notifications
- Helps standardise how cutting and dressing inspections are captured and recorded across sites
- Reduces manual follow-up by assigning rectification and re-inspection tasks directly to the responsible people
- Makes it easier to track rectification cycles and outcomes through the record timeline
- Improves consistency of decision points by routing on defined pass/fail results at each stage
Workflow Steps
Steps
- 1Create Inspection Recordcreate record
Registers the submitted cutting and dressing inspection as a record.
- 2Set Status to Submittedupdate record
Sets the inspection status to Submitted.
- 3Email Acknowledgement to Inspectorsend email
Sends the inspector an acknowledgement email with the inspection reference number.
- 4Route on Overall Result
Routes based 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
Sets the inspection status to Passed on first-time pass.
- 6Email Project Manager - Passedsend email
Notifies the project manager that the cut stone passed the cutting and dressing check.
- 7Set Status to Rectificationupdate record
Sets the inspection status to Rectification when the overall result is a fail.
- 8Stonemason: Rectify Failed Checkscreate task
Assigns the stonemason a task, due in 2 days, to rectify the failed checks and record what was done.
- 9Save Rectification Details to Recordupdate record
Persists the rectification work done and photos to the inspection record.
- 10Inspector: Re-inspectcreate task
Assigns the inspector a task, due in 1 day, to re-inspect the rectified stone 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
Routes based on whether the re-inspection result is Pass or Fail.
reinspection_result: "Pass"→Set Status to Passed (Rectified)reinspection_result: "Fail"→Send Back to StonemasonDefault→End - 13Send Back to Stonemasonrestart from step
Restarts the workflow from the stonemason rectification task since the re-inspection failed, up to 2 times.
- 14Set Status to Passed (Rectified)update record
Sets the inspection status to Passed after successful rectification and re-inspection.
- 15Email Project Manager - Passed After Rectificationsend email
Notifies the project manager that the cut stone was rectified and passed the cutting and dressing check.
Fields
- Inspector Name*
- Inspector Email*
- Project Manager Name*
- Project Manager Email*
- Site Address*
- Job Reference*
- +18 more fields
Forms
Stone Cutting & Dressing Check
19 fields
Data Views
Stone Cutting & Dressing Inspections
site_address, job_reference, cutting_list_reference, 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
What does this workflow record at each stage of the inspection?
The workflow records the initial inspection details submitted on the request form, including stone type, pieces checked, dimensions, tolerances, finish, cracks, labelling, silica dust controls and the overall result. If the result is a fail, it also records rectification work done and rectification photos from the stonemason task, and re-inspection result and notes from the inspector task. Each of these is saved to the inspection record, and the record's status and timeline reflect progress through submission, rectification and re-inspection.
Who is involved in the stone cutting and dressing check workflow?
The inspector submits the initial inspection through the request form and, if rectification occurs, completes the re-inspection task. The stonemason is assigned the rectification task when checks fail. The project manager receives email notifications when the stone passes, either on first inspection or after rectification, and can follow progress through the record.
What happens if the overall inspection result is a fail?
When the overall result is Fail, the workflow sets the inspection status to Rectification and assigns the stonemason a task, due in 2 days, to fix the failed checks and record what was done. The rectification details are then saved to the record before the inspector is assigned a re-inspection task.
How many times can the rectification and re-inspection cycle repeat?
If the re-inspection result is a fail, the workflow sends the record back to the stonemason rectification task, and this cycle can repeat up to 2 times. Each cycle records new rectification details and re-inspection results and notes on the record, giving a clear timeline of what was attempted and checked.
How is the project manager kept informed of outcomes?
The project manager is notified by email when the cut stone passes on first inspection, and separately when it passes after rectification and re-inspection. These notifications reference the inspection so the project manager can follow status changes on the record without needing to chase updates manually.
How do we change this workflow if our inspection criteria differ?
A workspace can adjust the workflow by describing the desired change in plain English or by editing the steps directly in the workflow editor. This can include changing the request form fields, task due dates, or the routing logic on overall result and re-inspection result. Earlier versions of the workflow are kept, so changes can be reviewed over time.
Who can complete the request form and assigned tasks?
The inspector submits the initial inspection through a public request form or a form emailed to them, without needing an account. Rectification and re-inspection tasks are assigned to team members within the workspace, who complete them as part of the workflow's built-in task list on the record.
What information stays with a task versus being saved to the record?
Because the workflow waits for the stonemason rectification task and the inspector re-inspection task, the information entered on those tasks, including rectification work done, rectification photos, re-inspection result and notes, is saved directly to the inspection record. This means the full inspection and rectification history is visible on the record's timeline, not only in the individual task.
How can we track the status of inspections across multiple sites?
Each inspection is created as its own record with a reference number, status and timeline of events. Table views and dashboards in the workspace show these records by status, such as Submitted, Rectification or Passed, making it straightforward to see where inspections stand across different jobs and sites.
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