Surveys & Assessments package
A four-step inspection page with a checklist table, star rating, photos and signature; a decision table sets the outcome band and every failed item becomes a signed-off corrective action.
About this package
Site inspection with corrective actions turns a safety walk-round into tracked, evidenced fixes using only UserTasks features and the official form controls. The Site safety inspection page has four numbered steps and a review step: a site lookup that fills the site manager, address and risk class from the Sites table; a Table control holding the checklist, pre-filled with eight standard items, where each row is marked Pass, Fail or N/A with an area, a severity and notes; a star Rating for the overall site condition, photo uploads and Rich text observations; and an Info card summary with the inspector's Signature.
The Site inspection workflow counts the failures with FILTER_WHERE and COUNT, works out the pass rate and the worst severity, and an outcome band decision table chooses Compliant, Minor actions, Major actions or Stop work with a close-out SLA in days. The inspection is saved to the Inspections table, the site's last result is updated, the site manager is emailed the report with the photos, and a Stop work result sends a stop-work alert straight away.
Every failed item is logged as an Open row in the Corrective actions table with a due date from a second decision table (high 2 days, medium 7, low 14), then becomes a corrective action task for the inspector with a reminder and manager escalation. The task shows the failed check on an Info card and a Progress bar of the actions closed so far, and records the fix, the root cause, photo evidence and a Signature sign-off; the site manager is emailed the evidence. When the last action is done the safety manager (the person who installed the package) gets a review task with an Info card summary, a Progress ring of the actions closed and a confidence Rating.
The Inspection overview page is the safety manager's dashboard: Chart controls of the open actions by severity and by site from the Corrective actions table, Saved report controls for failures by severity per site (workflow variables) and the open corrective action tasks, and a button that emails a digest of the open or overdue actions.
Starts from a form page: inspectors open Forms → Site safety inspection (or its /f/ link on a phone or tablet) and submit it at the end of the walk-round.
Someone fills in a form to start it: the workflow start form (Run dialog in the app, or your own portal posting to the API) or a standalone form page (/f/<id>) whose Form submitted trigger starts the workflow. People complete User Task forms along the way.
How forms workThe flow
Inspect
Pick the site (manager, address and risk class fill in), mark the eight-item checklist table Pass / Fail / N/A with severities, rate the site, add photos and observations, and sign.
Score
Failures, the pass rate and the worst severity are counted; a decision table chooses Compliant, Minor actions, Major actions or Stop work and the close-out SLA.
Report
The inspection is saved, the site manager gets the report with the photos, and a Stop work result sends a stop-work alert.
Fix
Each failed item is logged in Corrective actions and becomes a task with a due date by severity, a progress bar, photo evidence and a signature sign-off.
Review
The safety manager reviews the closed and escalated actions and closes the inspection or asks for a re-inspection; the Inspection overview page charts what is still open.
Forms
People start it from a form page (/f/<id>) with its own header, theme and buttons; submitting it starts the workflow. User Tasks show their fields and outcome buttons to the assignee.
Form page · /f/<id>
2-column grid · own header and theme · Its own page: share the link or open it on a tablet
Form page · /f/<id>
own header and theme · Its own page: share the link or open it on a tablet
User Task
Corrective action {{action_index}}/{{fail_count}}: {{action.item}} ({{site_row.name}}) · 2-column grid · own header and theme
User Task
Review inspection {{inspection_ref}}: {{site_row.name}} ({{outcome_band}}) · 2-column grid · own header and theme
Form controls
The forms use these controls from the gallery. They come inside the package and install into Extensibility → Form controls, sandboxed and signed like every official control: nothing else to download.
From your code
Every workflow can be started over REST, MCP or the CLI, whatever its trigger, with the sample input below. Runs start straight away on the published version; replace <workflow id> with the id the install created.
REST
curl -X POST "$USERTASKS_URL/api/v1/workflows/start" \
-H "Authorization: Bearer $USERTASKS_API_KEY" \
-H "Content-Type: application/json" \
-d '{"workflow_id":"<workflow id>","variables":{"site":"AKL-DC","site_name":"Auckland distribution centre","site_address":"48 Freight Drive, Auckland","site_manager":"Jordan Sample","site_manager_email":"jordan.sample@example.com","risk_class":"High","inspection_date":"2026-10-30","inspection_type":"Routine","checklist":[{"item":"Fire exits and escape routes clear and signed","area":"Fire safety","status":"Fail","severity":"High","notes":"Pallets stacked in front of the bay 3 fire exit."},{"item":"Fire extinguishers in place, tagged and in date","area":"Fire safety","status":"Pass","severity":"","notes":""},{"item":"Walkways and stairs free of trip hazards","area":"Housekeeping","status":"Pass","severity":"","notes":""},{"item":"Electrical leads and equipment tested and tagged","area":"Electrical","status":"Fail","severity":"Medium","notes":"Extension lead at the packing bench has a cracked plug."},{"item":"Machine guards fitted and working","area":"Equipment","status":"N/A","severity":"","notes":"No machinery at this site."},{"item":"Required PPE available and worn","area":"PPE","status":"Pass","severity":"","notes":""},{"item":"Chemicals labelled, safety data sheets on hand","area":"Hazardous substances","status":"Pass","severity":"","notes":""},{"item":"First aid kit stocked, first aiders listed","area":"First aid","status":"Pass","severity":"","notes":""}],"site_condition":3,"observations":{"html":"<p>Busy dispatch day. Staff were wearing hi-vis and the new racking labels are in place.</p>","text":"Busy dispatch day. Staff were wearing hi-vis and the new racking labels are in place."},"declaration":true}}'CLI
usertasks workflows inputs <workflow id> # the start form: keys, types, required
usertasks workflows run <workflow id> --input site=AKL-DC --input site_name="Auckland distribution centre" --input site_address="48 Freight Drive, Auckland" --input site_manager="Jordan Sample" … --waitWhat's included
| Type | Name | Details |
|---|---|---|
| Email template | Corrective action closed | Sent to the site manager when a corrective action is signed off, with the evidence photos attached. |
| Email template | Inspection report to the site manager | Sent to the site manager after every inspection, with the inspection photos attached. |
| Email template | Open corrective actions digest | Sent to whoever asks for it from the Inspection overview page. |
| Email template | Stop-work alert | Sent to the site manager and the inspector straight away when the outcome band is Stop work. |
| Data table | Corrective actions | Every failed checklist item becomes a corrective action: what was found, its severity and due date, and, once fixed, what was done, who signed it off and how many evidence photos were attached. |
| Data table | Inspections | One row per inspection: the checklist result (failed checks, high-severity failures, pass rate), the site condition rating, the outcome band and close-out SLA from the decision table, and the status. |
| Data table | Sites | The sites you inspect: the lookup on the inspection form fills the site manager, address and risk class from here, and every inspection updates the last result. |
| Decision table | Corrective action due date | 3 rules — How many days a corrective action has, by the severity of the failed item, and how soon its reminder goes out. Each corrective action task and Corrective actions row reads this. |
| Decision table | Inspection outcome band | 6 rules — Turns the number of failed checks, the high-severity failures, the worst severity (0 none, 1 low, 2 medium, 3 high) and the overall site condition rating into the outcome band and how many days the site has to close out every action. Change the thresholds here. |
| Retention policy | Inspections: 7 years | Health and safety records are usually kept for years: purge inspection and corrective action rows 7 years after they were created. Apply it to the Inspections and Corrective actions tables after install. |
| Report | Failed checks by severity and site | High, medium and low severity failures per site, summed over the inspection runs (workflow variables). |
| Report | Inspections by outcome band | How many inspections ended in each outcome band, with the average pass rate and site condition (workflow variables). |
| Report | Open corrective actions | Corrective action tasks from the Site inspection workflow that are not completed yet, soonest due first, with the item, area and severity. |
| Form control | Chart | Bar, line, area, pie or doughnut chart of static data, another field's rows, lookup results or a saved report. Keyboard-navigable points, a data table view, and optional point selection. |
| Form control | Info card | A callout or key / value card: an info, success, warning, error or neutral message that can show up to six other form values ({{field1}} … {{field6}}), formatted for the reader. |
| Form control | Progress | Progress as a bar, a ring or named steps, from two mapped fields (current and total) or fixed values, with optional warning / good thresholds. |
| Form control | Rating | Star, heart or circle rating from 1 to 10 with optional labels (Poor … Excellent). Mouse, touch and keyboard. |
| Form control | Rich text | A rich-text editor with bold, italic, underline, headings, lists, quotes and links, a character counter and strict sanitising of everything typed, pasted or dropped. |
| Form control | Saved report | Shows a saved report as a sortable, paginated table or a chart, run with the permissions of the person filling in the form. Optionally pick a row as the field's value. |
| Form control | Signature | Draw a signature with a finger, pen or mouse, or type a name. Saved as a trimmed PNG in the form's attachments. |
| Form control | Table | An editable table (line items, attendees, measurements) with typed columns: text, number, currency, date, choice and tick box. Per-cell validation, totals, and spreadsheet-style keyboard editing. |
| Form | Inspection overview | The safety manager's page: open corrective actions by severity and by site from the Corrective actions table, failures by severity per site and the open corrective action tasks as saved reports, and a button that emails a digest of the open actions. |
| Form | Site safety inspection | The inspector's form: pick the site (the manager, address and risk class fill in), work through the checklist table (Pass / Fail / N/A with a severity for each failure), rate the site, add photos and sign. Each submission starts the Site inspection workflow. |
| Workflow | Open actions digest | 9 steps — From the Inspection overview page: lists the open (or overdue) corrective actions, counts them by severity and emails the digest to whoever asked. |
| Workflow | Site inspection | 46 steps — An inspector submits the checklist: failures are counted, a decision table sets the outcome band and close-out SLA, the inspection is saved and reported, every failed item becomes a corrective action with a signed-off fix and photo evidence, and the safety manager reviews the result. |
Corrective actions · 8 sample rows
ActionInspectionSite codeSiteChecklist itemAreaSeverityWhat was foundDueDays to fixStatusWhat was doneClosed onSigned off byEvidence photosSummary
Inspections · 6 sample rows
InspectionInspected onSite codeSiteTypeInspectorItems checkedFailedHigh severityPass rate %Site condition (1-5)OutcomeClose out within (days)PhotosObservationsStatus
Sites · 5 sample rows
Site codeSiteAddressTypeRisk classSite managerSite manager emailLast inspectedLast outcome
Requirements
Credentials never travel in a package. The install wizard asks for what your environment must provide, or installs it incomplete until you finish setup.
Nothing: it installs complete.
Install
Works on UserTasks cloud and on any self-hosted instance. Installing creates the assets above; nothing runs until you complete setup and start it.
curl -fLO https://usertasks.com/gallery/site-inspection-corrective-actions-1.0.0.utpkg
usertasks packages inspect site-inspection-corrective-actions-1.0.0.utpkg # offline: checksum, hashes, signature
usertasks packages install site-inspection-corrective-actions-1.0.0.utpkg --dry-run
usertasks packages install site-inspection-corrective-actions-1.0.0.utpkg # prompts for each requirement
usertasks packages install site-inspection-corrective-actions-1.0.0.utpkg --keep-incomplete --yes # in CI; finish with:
usertasks packages complete site-inspection-corrective-actions -f values.yamlVerify the download
shasum -a 256 site-inspection-corrective-actions-1.0.0.utpkg should print the file SHA-256. How gallery packages are signed.
Versions
Installing a newer version upgrades in place: local credentials and requirement values are kept, and changes you made are flagged first. How packages work
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