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Tool List Preparation

Revision 1.0 (2026-01-25) - Initial documentation

Overview

Tool List Preparation is a workflow for contractors to submit their tool inventory before starting work on a project. The Safety Officer reviews and approves the submitted tools.

Workflow States

StateDescriptionAssignee
Tool List PreparationContractor prepares list of toolsContractor
Review Tool ListSafety Officer reviews the submissionSafety Officer
CompletedTool list approved-

Features

Form Validation

The contractor must add at least one tool before submitting.

FieldRuleError Message
Tool ListAt least 1 tool required"รายการเครื่องมืออย่างน้อย 1 รายการ"

Appointment Date/Time

Contractors can schedule an inspection appointment:

  • Date picker for appointment date
  • Time picker for appointment time (30-minute intervals)
  • Both values are optional

Email Notifications

When the workflow is approved:

  • Contractor receives notification email
  • Work Owner receives notification email
  • Email contains task link and approval details

Duplicate Prevention

Only one active Tool List workflow is allowed per project:

  • Creating a duplicate shows error dialog with existing task info
  • User can navigate to existing task
  • Cancelled/Completed workflows allow new creation

Role Access

RoleCan CreateCan SubmitCan Approve
AdminNoNoNo
Safety OfficerNoNoYes
Work OwnerNoNoNo
ContractorYesYesNo
PurchasingNoNoNo