Workflow Template
Vehicle Inspection Workflow
Captures fleet vehicle inspections, notifies the fleet owner and inspector, and routes vehicles through repair and re-verification based on the roadworthiness decision (Pass, Minor defects, Unsafe) until the vehicle is confirmed safe and returned to service or closed.
When a vehicle inspection turns up a defect, fleet teams often chase paper checklists, phone the workshop to confirm repairs, and lose track of which vehicles are still cleared to drive. The Vehicle Inspection Workflow captures every inspection as a record, routes the vehicle automatically based on the Pass, Minor defects, or Unsafe decision, and assigns time-bound workshop and verification tasks so nothing sits unresolved. Fleet owners and inspectors get emailed updates at each stage, and the record's timeline shows exactly what happened from submission through repair to closure.
Business Outcomes
- Helps reduce time between an unsafe finding and the vehicle being taken out of service
- Supports faster turnaround on minor defect repairs with a 7-day workshop task deadline
- Makes it easier to confirm repairs before a vehicle returns to service via fleet coordinator verification
- Reduces manual chasing by automatically notifying fleet owners and inspectors at each stage
- Improves visibility into inspection status and repair history through the record timeline
Workflow Steps
Steps
- 1Create Inspection Recordcreate record
Registers the submitted inspection as a new vehicle inspection record.
- 2Set Status to Submittedupdate record
Sets the inspection status to Submitted immediately after record creation.
- 3Send Acknowledgement Emailsend email
Emails the inspector and fleet owner an acknowledgement with the inspection reference number.
- 4Route on Roadworthiness Decision
Branches the workflow based on the roadworthiness decision recorded on the inspection.
roadworthiness_decision: "Pass"→Close Inspection - Passroadworthiness_decision: "Minor defects"→Set Status to Repair Dueroadworthiness_decision: "Unsafe"→Set Status to GroundedDefault→End - 5Close Inspection - Passupdate record
Sets the inspection status to Closed because the vehicle passed inspection.
- 6Email Fleet Owner - Passedsend email
Emails the fleet owner that the vehicle passed inspection.
- 7Set Status to Repair Dueupdate record
Sets the inspection status to Repair Due since minor defects were found and the vehicle stays in use.
- 8Workshop Task - Repair Minor Defectscreate task
Assigns the workshop a task due in 7 days to repair the minor defects and record the repairs made.
- 9Save Repairs to Recordupdate record
Persists the repairs made by the workshop to the inspection record.
- 10Set Status to Groundedupdate record
Sets the inspection status to Grounded because the vehicle was deemed unsafe.
- 11Email Fleet Owner - Out of Servicesend email
Emails the fleet owner that the vehicle is out of service due to being unsafe.
- 12Workshop Task - Urgent Repaircreate task
Assigns the workshop an urgent task due in 1 day to repair the unsafe vehicle and record the repairs made.
- 13Save Repairs to Recordupdate record
Persists the repairs made by the workshop to the inspection record.
- 14Fleet Coordinator Verification Taskcreate task
Assigns the fleet coordinator a task due in 1 day to verify whether the repairs fixed the vehicle.
- 15Save Verification Resultupdate record
Persists the verification result and notes to the inspection record.
- 16Route on Verification Result
Branches based on whether the fleet coordinator verified the repair as fixed or not fixed.
verification_result: "Verified"→Close Inspection - Repairedverification_result: "Not fixed"→Loop Back for Another RepairDefault→End - 17Loop Back for Another Repairrestart from step
Restarts the workflow from the workshop repair task because the previous repair did not fix the vehicle, up to 2 additional attempts.
- 18Close Inspection - Repairedupdate record
Sets the inspection status to Closed because the vehicle was repaired and verified.
- 19Email Fleet Owner - Repaired and In Servicesend email
Emails the fleet owner that the vehicle has been repaired and returned to service.
Fields
Show all 21 fieldsShow fewer fields
FormVehicle Inspection Form
- Inspector Name*· Text
- Inspector Email*· Email
- Fleet Owner Name*· Text
- Fleet Owner Email*· Email
- Vehicle Registration*· Text
- Inspection Type*· Choice
- Odometer Reading*· Number
- Fuel Level· Text
- Brake Check Result· Text
- Tyre Check Result· Text
- Light Check Result· Text
- Fluid Check Result· Text
- Body Check Result· Text
- Defects Noted· Long text
- Inspection Photos· File upload
- Roadworthiness Decision*· Choice
TaskWorkshop Task - Repair Minor Defects
- Repairs Made*· Long text
TaskFleet Coordinator Verification Task
- Repair Verification Result*· Choice
- Verification Notes· Long text
Other fields
- Inspection Status· Choice
- Repairs Made (2nd attempt)*· Long text
- Inspector Name*
- Inspector Email*
- Fleet Owner Name*
- Fleet Owner Email*
- Vehicle Registration*
- Inspection Type*
Forms
Vehicle Inspection Form
16 fields
Data Views
Vehicle Inspections
vehicle_registration, inspection_type, roadworthiness_decision, odometer_reading +1 more
Dashboard Widgets
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FAQs
What happens if the roadworthiness decision doesn't match Pass, Minor defects, or Unsafe?
The routing step includes an otherwise branch for any decision value that doesn't match the three expected options. This keeps the inspection record moving through the workflow rather than stalling, and the decision recorded on the record remains visible in its timeline. A workspace can adjust the request form or routing logic if additional decision categories are needed.
Can this handle a repair that still doesn't fix an unsafe vehicle?
Yes. If the fleet coordinator's verification task records a Not fixed result, the workflow loops back to the workshop urgent repair task for up to two additional attempts. Each attempt's repairs made and verification results are saved to the record, so the full repair history is visible in the timeline.
Who is responsible for each task in this workflow?
The workshop is assigned the repair tasks — a 7-day task for minor defects and a 1-day urgent task for unsafe vehicles — and records the repairs made on each. The fleet coordinator is assigned a 1-day verification task to confirm whether the repair fixed the vehicle, recording a verification result and notes. Both task types are waited on by the workflow, so their answers are saved directly to the inspection record.
What if the vehicle passes inspection with no defects?
When the roadworthiness decision is recorded as Pass, the workflow sets the inspection status to Closed and emails the fleet owner confirming the vehicle passed. No workshop or verification tasks are triggered for this path, keeping the process fast for vehicles that need no follow-up.
Can we customise the inspection form or the workflow steps?
Yes. The request form fields, task assignments, deadlines, and email content can all 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 reverted.
How do inspectors and fleet owners interact with this process?
Inspectors submit inspections through the public request form, which doesn't require an account. Fleet owners and inspectors receive an acknowledgement email with the inspection reference number after submission, and fleet owners get further email updates at each key stage — pass, out of service, or repaired and returned to service.
What if the vehicle needs more than two additional repair attempts to fix?
The loop back step allows up to two additional repair attempts after the first urgent repair task. A workspace can adjust this limit or the associated task deadlines in the workflow editor if a different number of attempts better suits its process.
What information gets saved to the inspection record versus staying with a task?
Because the workshop and fleet coordinator tasks are ones the workflow waits for, the repairs made, verification result, and verification notes entered on those tasks are all saved directly to the inspection record. This means the full defect, repair, and verification history is visible in the record's timeline, not just attached to an individual task.
How can a fleet team track inspection status across many vehicles?
Each inspection is a record with its own reference number, current status (Submitted, Closed, Repair Due, Grounded, and so on), and a timeline of everything that happened. Table views and dashboards display records grouped by status, making it straightforward to see which vehicles are grounded, awaiting repair, or cleared for service.
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