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)

serviceCoordinator: Service Coordinator
inspector: Certified Inspector
adminTeam: Administration Team
financeTeam: Finance Team
qualityManager: Quality Manager

Input

Lifting gear inspection request from client

Output

Certified and tagged lifting equipment with compliance documentation

Process Flow

100%
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

100%
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"

high

Automation 2: Field Value Alert

If Inspection Result equals, Then send notification to Quality Manager with message: "Equipment failed inspection - client notification required"

high

Workflow Summary

Total Stages

6

Total To-dos

18

Output Fields

18

Automations

2