Workflows
Execute multi-stage business processes with automated routing, approval gates, and complete audit trails
Workflow Templates
Build reusable workflow templates with conditional logic and role-based assignments
Multi-Stage Workflows
Define sequential stages (Request → Approval → Execution → Review → Complete)
Stage-Specific Actions
Each stage has specific forms, checklists, and requirements
Role-Based Assignment
Assign stages to specific roles or users automatically
Conditional Branching
Smart workflow routing based on conditions and approvals
Workflow Runs
Execute workflows with stage-by-stage progression and approval controls
Template Execution
Start workflow runs from pre-defined templates
Sequential Progress
Move through stages in order with validation
Approval Gates
Require approvals before proceeding to next stage
Reject & Return
Send back to previous stage with feedback
Parallel Execution
Run multiple stages simultaneously when needed
Stage Actions
Comprehensive action types available at each workflow stage
Form Completion
Structured data collection at each stage
Photo/Document Upload
Visual evidence and documentation
Signature Capture
Digital signatures for approvals
Approval/Rejection
Stage-level decision making
Notes & Comments
Collaboration and communication
Timestamp Tracking
Complete audit trail of all actions
Use Cases
Real-world applications of workflow automation across different business processes
Onboarding Processes
Employee and contractor onboarding workflows
Typical Flow: Application → Background Check → Training → Equipment → Activation
Maintenance Procedures
Multi-step repair and maintenance workflows
Typical Flow: Request → Assessment → Approval → Execution → Verification
Procurement Workflows
Purchase request and approval processes
Typical Flow: Request → Manager Approval → Budget Approval → Order → Receive
Incident Investigation
Structured incident response and resolution
Typical Flow: Report → Investigate → Root Cause → Resolve → Close
Quality Control
Multi-stage quality assurance processes
Typical Flow: Inspection → Testing → Review → Approval → Release
Reporting & Analytics
Track workflow performance and identify process improvements
Active Workflows Dashboard
Real-time view of all running workflows
Stage Completion Tracking
Monitor progress through each stage
Bottleneck Identification
Identify and resolve workflow delays
Average Completion Time
Analyze workflow efficiency metrics
Workflow History
Complete audit trail of all workflow runs
Data Captured
Complete workflow documentation and audit trail
Workflow Information
Workflow template ID, run ID, stage history, current stage, assigned users
Action Data
Form submissions, approvals, timestamps, user actions, stage notes, attachments
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