Workflow Template
Waterproofing membrane application record Workflow
Captures a waterproofing membrane application record, routes it to a supervisor for quality-control review, loops back to the waterproofer for correction if needed, then finalises and emails the membrane record to the builder or client.
Every waterproofing job generates a pile of details — batch numbers, coat counts, film thickness readings, photos — that someone has to chase down and check before it can be signed off. This workflow captures all of it from a single form, sends it straight to a supervisor for a quality-control check, and loops back to the waterproofer for corrections if anything falls short of spec. Once the supervisor confirms the work is complete and within spec, the record is finalised and automatically emailed to the builder or client, so the team spends less time chasing paperwork and more time on site.
Business Outcomes
- Reduces time spent manually chasing waterproofing application details from the field
- Supports faster supervisor quality-control checks with a clear 2-day task deadline
- Helps cut down on rework by routing incomplete or out-of-spec work back to the waterproofer automatically
- Makes it easier to keep a clear timeline of corrections and re-checks on each record
- Speeds up delivery of finalised membrane records to builders and clients without manual emailing
Workflow Steps
Steps
- 1Create Membrane Application Recordcreate record
Creates the membrane application record from the submitted form data.
- 2Set Status to Submittedupdate record
Sets the record status to Submitted immediately after creation.
- 3Supervisor Quality Checkcreate task
Assigns the supervisor a task due in 2 days to check the membrane record for completeness and specification compliance.
- 4Save Supervisor Check Resultupdate record
Persists the supervisor's check result and notes to the record.
- 5Route on Supervisor Check Result
Routes to correction handling if needed, otherwise proceeds to finalise the record.
check_result: "Needs correction"→Set Status to Correctingcheck_result: "Complete and within specification"→Set Status to RecordedDefault→End - 6Set Status to Correctingupdate record
Sets the record status to Correcting because the supervisor found the work needs correction.
- 7Waterproofer Correction Taskcreate task
Assigns the waterproofer a task due in 2 days to perform corrections shown in the supervisor's notes and record the updated thickness.
- 8Save Correction Detailsupdate record
Persists the correction work done and updated film thickness to the record before re-checking.
- 9Return to Supervisor Checkrestart from step
Restarts the workflow from the supervisor check task so the corrected work can be re-reviewed, up to 2 times.
- 10Set Status to Recordedupdate record
Sets the record status to Recorded now that the supervisor has confirmed the work is complete and within specification.
- 11Email Membrane Record to Builder/Clientsend email
Emails the builder or client the finalised membrane application record details.
Fields
- Waterproofer's Name*
- Builder/Client Name*
- Builder/Client Email*
- Site Address*
- Job Reference*
- Area (e.g. m²/location)*
- +17 more fields
Forms
Waterproofing Membrane Application Record
18 fields
Data Views
Membrane Application Records
job_reference, area, membrane_product, number_of_coats +2 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
Do I need any technical setup to start using this workflow?
No — this is a ready-to-use template, so your workspace can publish it in minutes and start capturing membrane application records straight away. There's no installation or development project involved. You just publish it and share the request form with your waterproofing team.
Can my team customise the form fields or steps?
Yes. You can change the workflow by describing the change you want in plain English, or by editing the steps directly in the workflow editor. Earlier versions of the workflow are kept, so you can review what's changed over time.
Who is actually involved in this workflow?
The waterproofer submits the initial application details through the request form, a supervisor is assigned the quality-control check task, and if corrections are needed, the waterproofer is assigned a follow-up task to fix and re-record the work. Both are workspace members, and tasks are assigned to them directly rather than left sitting unassigned.
What happens if the supervisor finds the work needs correction?
The record status changes to Correcting and the waterproofer is assigned a task to carry out the fixes described in the supervisor's notes and record the updated dry film thickness. Once that's saved, the record goes back to the supervisor for a re-check, and this loop can repeat up to two times to work through any outstanding issues.
Does the builder or client need to log into anything to see the record?
No — the builder or client is emailed the finalised membrane record once it's confirmed complete and within spec. They don't need an account or login to receive it; the details simply land in their inbox.
What information does the supervisor task actually capture?
Because the workflow waits for the supervisor's task, the Supervisor Check Result and Supervisor Notes are saved directly onto the record. This means anyone looking at the record's timeline later can see exactly what the supervisor found and noted, alongside the status changes.
Is this workflow suitable for tracking multiple jobs at once?
Yes — each submitted application creates its own record with a reference number, a status, and a timeline of what's happened on that job. Table views and dashboards let your team see records grouped by status, such as Submitted, Correcting, or Recorded, so you can track several jobs in progress at the same time.
What happens to the photos of each coat that are submitted?
The photos submitted with the request form are saved as part of the membrane application record along with all the other details like batch number and film thickness readings. They stay attached to the record and form part of what's included when the finalised record is emailed to the builder or client.
Does this workflow handle compliance sign-off for waterproofing work?
The workflow records the statuses, supervisor check results, and notes entered at each step, along with a full timeline of the process on each record. Each business should confirm its own compliance and record-keeping obligations, as the workflow itself is there to support the review and correction process rather than certify compliance.
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