QA/QC Workflows
Sequence a quality process into ordered steps, assign each one a responsible role, and lock the critical ones behind hold points that require an e-signature before the next step can begin. Pre-built civil, electrical, and piping workflows included — and build your own. Free on every plan.
A QA/QC workflow is an ordered set of steps — control points, excavation, pre-placement, pour, then grout. Each step carries a responsible role, instructions, and an optional inspection form pulled from the form library. The process moves one step at a time, so the field always knows what comes next and nobody skips ahead.
Mark any step as a hold point and the workflow stops there until an authorized role signs off by name and timestamp. Steps that do not need approval just get marked complete; hold points require an e-signature from a QC officer or superintendent before the next step unlocks. This is your ITP enforced by the software instead of a clipboard.
When a hold point fails — a weld that does not pass NDT, a pour that fails a concrete test — the approver returns it for rework, and the workflow routes back to the earlier step you defined. The failed weld goes back to be re-welded and re-inspected, and the trail captures every loop rather than quietly erasing the failure.
Completing a hold point automatically emails the company's approvers a link to review and sign off, so signatures get chased by the system instead of by a project engineer. The result is a live record of who approved what and when — defensible for the owner, the inspector, or a future claim, and exportable instead of reconstructed from emails.
A hold point is a step you mark as requiring sign-off. The workflow stops there until an authorized role (e.g., QC or Superintendent) signs off by name and timestamp. Only then does the next step unlock — exactly like a hold point on a paper ITP, but enforced by the software.
Any hold point can be returned for rework. When an approver fails it, the process routes back to an earlier step you defined — for example, a failed weld NDT sends the job back to be re-welded and re-inspected. Every loop is recorded, so the failure and the correction are both in the trail.
No. Field PM ships pre-built workflows: a civil foundation process (control points to grout with the matching hold-point forms), 10 electrical per-system flows (grounding, conduit, cable tray, cable, terminations, MCC, heat trace, lighting and more), and a piping fabrication flow (material verification to weld to QC to NDT to release). You can also build your own — drag steps, pick roles, link forms, toggle approval, and set rework targets.
Each step can link an inspection form from the form library. Completing the step fills out that checklist — OK, N-A, or Fail per item — so the workflow and the inspection record are one and the same. Approvers get an automatic email with a link to review and sign off when a hold point is completed.
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