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Workflow (product help)

in Workflow, create a process from a template, optionally publish to the apps desktop, then start instances and handle to-dos.

Source help/en/product-features/compliance-workflow.md

In user language: in Workflow, create a process from a template, optionally publish to the apps desktop, then start instances and handle to-dos.

How to open

  1. Top bar Feature menu → Workflow (mobile: Feature menu or Account → Workflow)
  2. New process pick a template → name it → optionally publish to the apps desktop
  3. Open it in My processes, or tap a published icon on Apps
  4. My to-dos / a service notification “Go handle” can enter handling directly

Recommended templates

TemplateFits
IWAY factory auditCheck standards + upload evidence + auto score + CAP
Blank processMaintain check items yourself, then run the full path
Simple approvalOne review: fill a request → named reviewer pass/reject
Classic on-site compliance checkOld engine, compatibility only; prefer IWAY / blank process

Typical path

  1. Create a process and (optionally) publish
  2. Maintain check items in the linked check standards app (check-type)
  3. Start an instance → form / photo upload → score or approve → CAP close
  4. When someone is assigned a to-do, they get a service notification

Notes

  • Image recognition / auto scoring needs a language model configured
  • Processes can be archived; in-progress instances can be cancelled
  • Visual design: Process settings → Process design (approval nodes, assignee config). Several people at once: Several named people, countersign (all must pass; one reject stops it) or any-one sign (the first action decides); tap Edit in dialog… to write the list. The canvas defaults to one node per person (everyone inside the same countersign box); you can switch to Single node.