Enforce quality control and statutory compliance by attaching custom inspection forms directly to your Work Order workflows. When a form is assigned to a workflow stage, Basementgrid prompts or requires field technicians to complete specific checklists (e.g., safety checks, completion sign-offs) before transitioning a job to the next status.
Key Benefits
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Enforce On-Site Compliance: Prevent technicians from closing Work Orders without completing mandatory site checks or attaching photo evidence.
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Automate Quality Audits: Automatically trigger specific inspection forms based on the type of work (e.g., HVAC maintenance vs. electrical repair).
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Eliminate Missing Data: Ensure all field inputs, signatures, and condition reports are captured at the exact right step in the service cycle.
Prerequisites
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Role Required: Workspace Admin or Operations Manager
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Prerequisites: At least one published form template (see How to Create a New Form).
Step-by-Step Guide
Once you've created your form, it's simple to assign it to a message or work order.
- Create a Work Order Draft
Start a new task
Navigate to Work Orders in your Basementgrid dashboard and click + Create Work Order. Fill in the basic details (Title, Priority, Location, Asset) to generate your initial draft.
- Open Draft & Edit Procedure
Access your saved draft Work Order. Click on the Procedure or Work Details section to edit the job instructions and execution requirements.
- Add Customized Form
Under the Procedure section, click + Add Form. Select your pre-built custom form template from the dropdown menu (e.g., Site Safety Checklist or Equipment Inspection Form).
- Add Customized Form
Select the Assignee field. Assign the Work Order to your Internal Technician / Team or enter the manager's email to issue it to an external Vendor. Click Issue Work Order to dispatch the task along with the attached form.
Best Practices
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Form Preview: Double-check form field rules (such as mandatory photo fields) during the draft phase to ensure your assigned team has everything required to complete the job.
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Combine with Verified Capture: Use forms alongside Verified Capture to ensure all photo evidence uploaded by technicians includes verified GPS and timestamps.
