Underground services verification checklist Workflow

What happens if the supervisor doesn't complete the corrective action task within 1 day?

The corrective action task remains open on the record until the supervisor submits it, since the workflow waits for this step before moving on. The record's status and timeline continue to show Work Stopped until the task is completed, so the site is not marked cleared without that input.

What happens if the corrective actions still aren't enough after multiple attempts?

The workflow returns the task to the supervisor for further corrective action up to 2 additional times if the site is still marked Not Safe. If it still isn't confirmed safe after those attempts, the record moves into the otherwise branch, which a workspace can configure to escalate the record further.

Can this handle a job where services are verified safe on the first submission?

Yes. If the request form's Result field is submitted as 'Services verified - safe to dig', the workflow routes straight to Set Status to Cleared and skips the corrective action steps entirely. The record's timeline shows Submitted followed directly by Cleared with no work stoppage.

What if the excavation supervisor's email address is entered incorrectly on the request form?

Since the notification emails are sent to whatever address is captured in the Excavation Supervisor Email field, an incorrect entry means the supervisor won't receive the Work Must Not Start or Cleared to Start notifications. An admin or member can check the record and its timeline to see the status and follow up directly if the automated email hasn't reached the right person.

Who is responsible for each step in this workflow?

The excavation supervisor named on the request form completes the corrective action task, recording issues found, actions taken and whether the site is now safe. Status changes, routing decisions and notifications happen automatically based on the Result and Is it now safe to start fields, without requiring a separate reviewer or approver.

Can we customise the questions on the pre-start request form?

Yes. A workspace can edit the workflow's form fields, such as adding site-specific hazard categories or additional photo requirements, either by describing the change in plain English or by editing the steps directly in the workflow editor. Earlier versions of the workflow are kept, so changes can be reviewed or reverted.

What if a job has hazards found but the supervisor still marks it safe to dig?

The Hazards Found and Controls in Place field is captured and saved on the record regardless of the Result selected, so it's visible in the record's timeline alongside the final decision. This gives the workspace a documented record of what hazards were noted at the time of the original submission.

Can this workflow support multiple sites or jobs running at the same time?

Yes. Each submitted checklist creates its own record with a unique reference number, status and timeline, so multiple excavation jobs can be tracked independently on the same dashboard. Table views let a workspace filter and see which sites are Submitted, Work Stopped or Cleared at a glance.

What gets recorded if the supervisor needs to submit corrective actions more than once?

Each time the corrective action task is returned to the supervisor, the newly recorded Issues Found, Corrective Actions Taken and Is it now safe to start answers are saved to the record. This builds a running history in the timeline showing every round of corrective action until the site is cleared.