Timber framing inspection checklist Workflow

What does this workflow record for each timber framing inspection?

Each submission creates a record with a reference number, a status such as Submitted, Rectification or Passed, and a timeline of the steps that have occurred. The checklist answers from the request form, including plumb and level measurements, photos and the overall result, are saved to the record, along with rectification work, rectification photos, re-inspection results and re-inspection notes captured on the tasks the workflow waits for.

Who is involved in the inspection and rectification process?

The inspector submits the initial inspection via the request form and later completes a re-inspection task if rectification is needed. The carpenter is assigned a task to fix failed checks and record the rectification work and photos. The builder or client receives email notifications when the frame passes, either on first inspection or after rectification.

What happens when the overall inspection result is a fail?

The record status is set to Rectification and the carpenter is assigned a task, due in 2 days, to fix the failed checks and record the rectification work and photos. Once completed, that information is saved to the record and the inspector is assigned a re-inspection task due in 1 day.

How does the rectification and re-inspection loop work?

After the inspector records the re-inspection result, the workflow branches on whether it is a pass or fail. A pass sets the status to Passed and notifies the builder or client that the framing was rectified and passed; a fail sends the process back to the carpenter to restart rectification. This cycle continues until the frame passes or the rectification cycle limit is reached.

How do we change this workflow if our checklist or process differs?

A workspace can describe the change in plain English or edit the steps directly in the workflow editor, for example adjusting checklist items, task due dates, or notification wording. Earlier versions of the workflow are kept, so changes can be reviewed or reverted as needed.

Can the request form be customised for different frame stages?

Yes, the request form fields, including Frame Stage and the associated checklist items, can be edited to match wall, roof, floor or full-frame inspections as required. Any changes are made by editing the workflow, and the template remains ready to publish and run immediately afterward.

How are builders and clients kept informed without needing an account?

Builders and clients receive email notifications directly, first when the frame passes inspection and again if it is later rectified and passed, without needing to log into anything. They take part through forms emailed to them or the public request form, so no account or login is required at any stage.

How is inspection status tracked across multiple sites or jobs?

The table view and dashboard chart show inspection records grouped by status, such as Submitted, Rectification or Passed, giving a view across all active inspections. Workspace activity is logged, supporting oversight of how inspections are progressing over time.

What is captured if a task is not one the workflow waits for?

Where the workflow waits for a task, such as the carpenter's rectification work or the inspector's re-inspection, the entered information is saved directly to the record. For tasks the workflow does not wait for, any information entered stays with that task and is shown in the record's task list rather than on the record itself.