Quality Assurance Workflow for Trades & Construction

# Quality Assurance Workflow - Trades & Construction

## Purpose
Integrate into your production or delivery process to catch defects early and reduce costly rework or client complaints.

## When to Use
A QA workflow with defined checkpoints, approval gates, and escalation paths to ensure deliverables meet standards before reaching the client.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your trades & construction business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (ClickUp or Slack)

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## Quality Assurance Workflow

### Trigger
Deliverable, product, or work output is marked as "Ready for QA" by the responsible team member.

### Steps

**Step 1: Submit for QA Review** (Owner: Producing Team Member) - At task completion
Move the task to "Ready for QA" in ClickUp. Attach all deliverable files, reference the original brief or specifications, and note any known issues or deviations from the brief.
- Tool: ClickUp
- Output: Task in QA queue with all materials attached

**Step 2: Assign QA Reviewer** (Owner: QA Lead or Team Lead) - Within 4 hours
Assign a QA reviewer who was not involved in producing the deliverable. Set the QA review due date (typically 1-2 business days). Notify the reviewer via Slack.
- Tool: ClickUp + Slack
- Output: QA reviewer assigned and notified

**Step 3: Review Against Standards** (Owner: QA Reviewer) - Within 1-2 business days
Review the deliverable against the project brief, brand guidelines, quality checklist, and any industry standards. Use the QA checklist template in Notion to document findings.
- Tool: Notion (QA checklist) + ClickUp
- Output: Completed QA checklist with pass/fail for each criterion

**Step 4: Document Findings** (Owner: QA Reviewer) - During review
For each issue found, document: the specific issue, its severity (Critical, Major, Minor), the expected outcome vs actual, and a recommended fix. Attach screenshots or annotations where relevant.
- Tool: Notion + ClickUp
- Output: Issue log with severity ratings

> Decision Point: If there are zero Critical or Major issues, proceed to Step 7 (Approval). If there are Critical or Major issues, proceed to Step 5 (Rework). If there are only Minor issues, the QA reviewer may approve with conditions (minor fixes to be made before delivery).

**Step 5: Return for Rework** (Owner: QA Reviewer) - Immediately upon completing review
Move the task back to "In Progress" in ClickUp with the QA findings attached. Notify the original producer via Slack with a summary of required changes. Set a revised due date.
- Tool: ClickUp + Slack
- Output: Task returned with clear rework instructions

**Step 6: Complete Rework** (Owner: Original Producer) - Per revised due date
Address all Critical and Major issues documented in the QA findings. Note the changes made against each issue. Resubmit for QA review by moving the task back to "Ready for QA."
- Tool: ClickUp
- Output: Reworked deliverable resubmitted for review

> Decision Point: If this is the second round of QA and Critical issues persist, escalate to the Team Lead or Project Manager for a joint review and resolution session.

**Step 7: Final Approval** (Owner: QA Lead) - Within 4 hours of passing review
Mark the deliverable as "QA Approved" in ClickUp. Add any final notes or conditions. Sign off on the QA checklist in Notion.
- Tool: ClickUp + Notion
- Output: Deliverable approved and ready for delivery

**Step 8: Hand Off for Delivery** (Owner: QA Lead) - Immediately after approval
Move the task to "Ready for Delivery" in ClickUp. Notify the Account Manager or Project Lead via Slack that the deliverable is approved and ready for the client.
- Tool: ClickUp + Slack
- Output: Deliverable in delivery queue

**Step 9: Post-Delivery Quality Check** (Owner: Account Manager) - Within 48 hours of delivery
Follow up with the client to confirm the deliverable meets their expectations. Log any client feedback in ClickUp for the team's reference and continuous improvement.
- Tool: ClickUp + Slack
- Output: Client feedback logged, any follow-up actions created

### Completion Criteria
- [ ] QA checklist completed with all criteria reviewed
- [ ] All Critical and Major issues resolved before delivery
- [ ] QA approval recorded in ClickUp
- [ ] Deliverable handed off for client delivery
- [ ] Client feedback collected and logged

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**Complexity:** advanced | **Setup time:** 25 minutes | **Tools:** ClickUp, Slack, Notion

Note: This template has been tailored for trades & construction businesses in Australia. Adjust terminology and compliance references to match your specific context.