Workflow Template
Weld visual inspection / quality record Workflow
Captures a weld visual inspection, records pass/fail checks against drawing requirements, notifies the client/builder of the result, and if failed, routes the welder through rectification and inspector re-inspection (up to 2 cycles) before final pass notification.
Quality teams overseeing weld inspections across multiple sites and welders need a consistent, visible way to capture inspection results and manage any rectification that follows a failed check. This workflow captures a weld visual inspection against drawing requirements, notifies the client or builder of the outcome, and, on failure, routes the welder through rectification and inspector re-inspection for up to two cycles before a final pass notification is sent. Inspectors, welders, and clients or builders are each involved at defined points, with every status change and submitted detail retained on the inspection record.
Business Outcomes
- Supports consistent recording of weld visual inspection checks against drawing requirements across jobs and sites
- Helps reduce delays in rectification by assigning welder tasks with clear due dates
- Improves visibility of inspection status for clients and builders through automatic pass notifications
- Makes it easier to track rectification and re-inspection cycles on a single record with a timeline
- Supports faster identification of recurring failed checks by keeping inspection history on each record
Workflow Steps
Steps
- 1Create weld inspection recordcreate record
Registers the submitted inspection as a weld inspection record.
- 2Set status to Submittedupdate record
Marks the inspection record status as Submitted.
- 3Email inspector acknowledgementsend email
Sends the inspector an acknowledgement email with the record reference number.
- 4Route on overall inspection result
Branches the workflow based on whether the overall inspection result is Pass or Fail.
overall_result: "Pass"→Set status to Passedoverall_result: "Fail"→Set status to RectificationDefault→Set status to Rectification - 5Set status to Passedupdate record
Marks the inspection record status as Passed.
- 6Email client/builder of pass resultsend email
Notifies the client or builder that the welds passed the visual inspection.
- 7Set status to Rectificationupdate record
Marks the inspection record status as Rectification.
- 8Welder: rectify failed weldscreate task
Assigns the welder a task, due in 2 days, to rectify the failed checks and record the work done.
- 9Save rectification details to recordupdate record
Persists the rectification work details and photos onto the inspection record.
- 10Inspector: re-inspect weldscreate task
Assigns the inspector a task, due in 1 day, to re-inspect the rectified welds and record the result and notes.
- 11Save re-inspection result to recordupdate record
Persists the re-inspection result and notes onto the inspection record.
- 12Route on re-inspection result
Branches based on whether the re-inspection passed or failed, looping back to the welder on failure.
reinspection_result: "Pass"→Set status to Passed after rectificationreinspection_result: "Fail"→Loop back to welder for further rectificationDefault→Loop back to welder for further rectification - 13Loop back to welder for further rectificationrestart from step
Closes this iteration and restarts from the welder rectification task for another rectification cycle.
- 14Set status to Passed after rectificationupdate record
Marks the inspection record status as Passed following successful rectification and re-inspection.
- 15Email client/builder of pass after rectificationsend email
Notifies the client or builder that the welds were rectified and passed the visual inspection.
Fields
- Inspector Name*
- Inspector Email*
- Client / Builder Name*
- Client / Builder Email*
- Site Address*
- Job Reference*
- +21 more fields
Forms
Weld Visual Inspection Form
22 fields
Data Views
Weld Inspections
site_address, job_reference, drawing_reference, overall_result +1 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
What does this workflow record at each stage of the inspection?
The workflow records the initial submission details from the request form, including drawing references, weld IDs, and pass/fail checks against drawing requirements, along with inspection photos and measurements. As the process moves through rectification, it saves rectification work details and photos, and later the re-inspection result and notes, directly onto the inspection record. Every status change, from Submitted through to Passed, is also captured in the record's timeline.
Who is involved in the weld inspection and rectification process?
The inspector submits the initial inspection and, if rectification is needed, carries out the re-inspection task. The welder is assigned the task of rectifying failed welds and recording the work done. The client or builder receives email notifications when the welds pass, either on the first inspection or after successful rectification, without needing to log in or hold an account.
What happens if the overall inspection result is a Fail?
If the overall result is Fail, the record status changes to Rectification and the welder is assigned a task, due in two days, to rectify the failed checks and record the work done. Once rectification details are saved to the record, the inspector is assigned a re-inspection task due in one day to check the corrected welds.
How many rectification cycles does the workflow support?
The workflow supports up to two rectification cycles, looping back to the welder rectification task if a re-inspection result is Fail. Each cycle repeats the same sequence: welder rectification, saving of rectification details, inspector re-inspection, and saving of the re-inspection result to the record. Once a re-inspection passes, the record status is set to Passed and the client or builder is notified.
How do we change the checks or steps in this workflow?
A workflow can be changed by describing the required change in plain English or by editing its steps directly in the workflow editor. This allows quality teams to add, remove, or adjust checks, tasks, or notification steps as inspection requirements evolve. Earlier versions of the workflow are kept, so previous configurations remain available for reference.
How are inspectors and welders notified of their tasks?
Inspectors and welders are assigned tasks within the workspace, with due dates attached to each — two days for rectification and one day for re-inspection. Since the workflow waits for these tasks to be completed, the details entered, such as rectification work done or re-inspection results, are saved directly onto the inspection record. This keeps the full history of who did what, and when, visible on the record.
What does the client or builder see during the process?
The client or builder does not need an account and is contacted through email notifications at key points in the process. They receive an email when the welds pass the initial visual inspection, or a separate email if the welds are rectified and pass after a re-inspection cycle. Each notification references the inspection record, which carries a reference number, status, and timeline of what happened.
What information is captured on the request form that starts this workflow?
The request form captures inspector and client or builder contact details, site and job references, drawing reference, weld IDs inspected, and details of the welding process, welder, and material. It also records the specific pass/fail checks against drawing requirements, such as profile, cracks, porosity, undercut, and fusion, along with weld size measurements, inspection photos, and the overall result. This information is used to create the weld inspection record that the rest of the workflow acts on.
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