Timber flooring installation checklist Workflow

What happens if the installation fails the inspection on the first attempt?

The record status is set to Rectification and the installer is assigned a task, due within 2 days, to fix the failed checks and record the rectification work and photos. Once that task is completed, those details are saved to the record and the inspector is automatically given a re-inspection task.

Can this handle a second rectification if the re-inspection fails again?

Yes, the workflow is designed to route back to the installer task if the re-inspection result is a fail, restarting the rectification cycle. This loop can run up to twice before the process moves forward, with each round of rectification work and re-inspection notes saved to the record.

What if the overall result on the request form is left blank or unclear?

The routing step checks the Overall Result field for Pass or Fail; any other value falls into the 'otherwise' branch. Since the record still holds the full checklist and timeline, staff can review what was submitted and follow up with the inspector directly.

Who is responsible for each task in this workflow?

The inspector submits the initial checklist and, if needed, completes the re-inspection task. The installer is assigned the rectification task when checks fail. Both tasks are assigned to workspace members and appear in the record's task list until completed.

What does the customer see or receive during this process?

The customer is emailed an acknowledgement with the reference number as soon as the inspection is submitted. They then receive either a 'Passed' email if the first inspection succeeds, or a 'Rectified and Passed' email once rectification and re-inspection are complete — they don't need an account to receive these.

Can we customise the checklist fields or add more inspection criteria?

Yes, the request form and workflow steps 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 rolled back if needed.

What information is saved on the record versus staying with a task?

Since the installer and inspector tasks are steps the workflow waits for, the rectification work, photos, re-inspection result, and notes are all saved directly on the inspection record. This keeps moisture readings, photos, and checklist answers together in one place for each job reference.

How do we track where a specific inspection is in the process?

Each inspection is a record with its own reference number, current status (such as Submitted, Rectification, or Passed), and a timeline showing every step that has happened. Table views and dashboards can show all inspections grouped by status, making it easy to spot jobs stuck in rectification.

What if the same inspector or installer handles multiple jobs at once?

Each job runs as its own record with its own tasks, so tasks for different job references stay separate even when assigned to the same person. Due dates on rectification and re-inspection tasks help prioritize which jobs need attention first.