Test & Tag - Lifting Gear
Comprehensive inspection and certification process for lifting equipment safety compliance
Objective
Ensure all lifting gear meets safety standards through systematic testing, tagging, and documentation
Participants (5 roles)
Input
Lifting gear inspection request from client
Output
Certified and tagged lifting equipment with compliance documentation
Process Flow
flowchart LR node0["Job Received"] node1["Create Job Card"] node2["Allocate Inspector"] node3["Tagging In Progress"] node4["Send Registers to Clients"] node5["Invoice & Payments"] node0 --> node1 node1 --> node2 node2 --> node3 node3 --> node4 node4 --> node5 classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px
Performance Metrics
98%
inspectionCompletionRate
2-3 days
averageInspectionTime
99.5%
complianceRate
4.7/5
clientSatisfaction
Stages Overview
PROPERTIES | STAGE 1
Job Received | STAGE 2
Create Job Card | STAGE 3
Allocate Inspector | STAGE 4
Tagging In Progress | STAGE 5
Send Registers to Clients | STAGE 6
Invoice & Payments |
---|---|---|---|---|---|---|
Stage Owners | Service Coordinator | Administration Team | Service Coordinator | Certified Inspector | Administration Team | Finance Team |
Stage Workers | Administration Team | Service Coordinator | Certified Inspector | Quality Manager | Certified Inspector Quality Manager | Administration Team |
Duration | 4 hours | 2 hours | 2 hours | 1-2 days | 1 day | 2 days |
Output Fields | •
Client Name* •
Equipment Type* •
Number of Items* | •
Job Card Number* •
Inspection Location* •
Inspection Checklist* | •
Assigned Inspector* •
Inspector Certification* •
Scheduled Inspection Date* | •
Inspection Result* •
Defects Found •
Tags Applied* | •
Inspection Register* •
Compliance Certificate* •
Client Notification Sent* | •
Invoice Number* •
Invoice Amount* •
Payment Status* |
To-dos | • Log inspection request details • Verify client information • Schedule inspection date | • Generate unique job card number • Document equipment details • Prepare inspection checklist | • Assign qualified inspector • Confirm inspector availability • Brief inspector on requirements | • Conduct visual inspection • Perform load testing if required • Apply certification tags | • Compile inspection register • Generate compliance certificates • Send documentation to client | • Generate service invoice • Send invoice to client • Track payment status |
Automation Rules
Automation 1: Field Value Alert
If Number of Items greater_than, Then send notification to Service Coordinator with message: "Large inspection job - consider allocating additional inspectors"
Automation 2: Field Value Alert
If Inspection Result equals, Then send notification to Quality Manager with message: "Equipment failed inspection - client notification required"
Workflow Summary
Total Stages
6
Total To-dos
18
Output Fields
18
Automations
2