Workflow Templates — Page 5
Policy Review and Approval Workflow
Manages a policy from owner submission through stakeholder review, optional legal/compliance review, revision loops, approval authority sign-off, and publication, keeping organisational policies current.
Request for Proposal Workflow
Manages an RFP end-to-end: intake from the RFP owner, supplier invitations, proposal collection, evaluation panel scoring, sponsor approval (with rework loop), and contract award notification.
Stock Transfer Workflow
Manages inter-location stock transfer requests from submission through availability check, approval (for high-value transfers), dispatch, receipt, discrepancy resolution, and completion.
Security Exception Workflow
Captures requests for exceptions to security policies or controls, routes them through security team risk assessment, obtains approval from the CISO (High risk) or Security Manager (Low/Medium risk), and notifies the requester of the outcome with recorded expiry date and review conditions.
Vendor Selection Workflow
Manages vendor selection from intake through compliance screening, evaluation, and final procurement manager approval, tracking status from Screening through to Selected or No Suitable Vendor.
Overtime Approval Workflow
Captures overtime requests before work is performed, routes them to the manager for approval or rejection, notifies the employee at each stage, collects actual hours worked after the fact via an external form, has payroll process the pay period, and marks the request completed.
Flexible Work Request Workflow
Handles employee requests for changed working arrangements: intake and acknowledgement, optional HR review for significant changes, manager review and decision, and notification of the outcome to the employee.
Order Fulfillment Workflow
Manages a customer order from intake through warehouse allocation, picking and packing, dispatch, and delivery, with rework loops for stock issues and quality check failures, customer notifications, and status tracking throughout.
Inventory Adjustment Approval Workflow
Collects inventory adjustment requests, calculates adjustment value, routes through supervisor approval and (for high-value adjustments) finance approval, then has the inventory controller apply the change in the system — with status tracking and requester notifications at each outcome.
Inventory Cycle Count Workflow
Manages the end-to-end inventory cycle count process: supervisor submits a count request, a counter records the physical quantity, variance is calculated, and recounts and investigations are triggered automatically when discrepancies occur, culminating in manager-approved inventory adjustment.
Goods Receiving Workflow
Manages the end-to-end receiving process for warehouse deliveries: intake via a receiving form, receiver inspection of goods, put-away for accepted goods, and quarantine/resolution handling for discrepancies, with status tracking and notifications throughout.
Facility Service Request Workflow
Occupants report facility issues via a form; requests are triaged by urgency, assigned to the facilities team or a contractor, worked on, confirmed fixed by the requester (with a rework loop if not fixed), and closed with a thank-you email.
Equipment Checkout Workflow
Manages equipment checkout requests end-to-end: intake, availability check by the equipment coordinator, borrower terms acceptance, checkout, check-in with condition/outcome recording, follow-up action on damage/late return, and status tracking throughout.
Asset Handover and Return Workflow
Tracks assets issued to custodians end-to-end: captures handover details, gets custodian acknowledgement of receipt, records return condition, and manages follow-up for damaged or missing items until the asset record is closed out as Returned.
Asset Disposal Workflow
Manages the end-to-end retirement of organisational assets: intake via disposal request form, asset manager review and disposal method decision, conditional data wiping/destruction by IT for data-bearing assets, final disposal execution and asset register update, with status tracking and requester notifications throughout.
Phishing Report and Response Workflow
Collects phishing reports from staff, notifies the reporter, triggers immediate credential reset if they interacted with the message, has a security analyst assess the message, and drives containment or closure actions with reporter notifications throughout.
Third-Party Security Assessment Workflow
Assesses a vendor's security posture end-to-end: intake of vendor and assessment owner details, sending a security questionnaire to the vendor contact, internal review of the findings by a security reviewer, risk manager approval of residual risk, and notification of the outcome to the vendor and assessment owner.
Privileged Access Request Workflow
Handles requests for elevated/privileged system access: intake, manager and system-owner approval, an additional security team review for high-risk requests, IT provisioning, and notifications, with full status tracking and reporting.
User Access Review Workflow
Collects a user access review request, sets a 14-day due date, has the system owner certify access against least privilege, saves the certification outcome to the record, remediates any flagged access via IT with system-owner confirmation (looping until resolved), and closes the review with an outcome email.
Legal Request Intake Workflow
Intake workflow for legal requests: captures the request, acknowledges the requester, triages via the legal team (including an information-request loop if needed), performs the legal work based on urgency, and closes out with an outcome email to the requester.
Contract Amendment Workflow
Manages the end-to-end process of amending an existing contract: intake from the contract owner, legal review with redline cycles, approver sign-off, execution by the contracts administrator, and status tracking throughout.
Deal Desk Approval Workflow
Captures non-standard deal requests from reps, routes them through finance review, optional legal review (for non-standard terms), and final approval by CFO or Sales Director based on discount/margin thresholds, with revision loops back to finance for pricing or terms changes.
Sales Order Approval Workflow
Captures a sales order, validates pricing with sales operations, checks customer credit with finance, routes high-value or on-hold orders to a finance manager for approval, and releases the order for fulfilment — notifying the rep at each key decision point.
Customer Feedback Follow-Up Workflow
Captures customer feedback with a satisfaction score, sends a thank-you, uses AI to categorise the feedback (with human fallback when uncertain), and routes low scores to an account owner for follow-up before closing, while tracking status throughout for reporting.
Customer Cancellation and Retention Workflow
Captures a customer cancellation request, routes it to the account owner to assess a retention offer, escalates high-value offers for CSM approval, sends the customer a retention offer or proceeds to cancellation, and coordinates billing and access removal on final cancellation — tracking status throughout.
Customer Renewal Workflow
Manages customer renewals from intake through quoting, approval of non-standard terms, customer decision, and final outcome (renewed or churned), with status tracking and notifications throughout.
Customer Escalation Workflow
Captures escalated customer issues, notifies the customer, routes Critical cases to the support manager for oversight, assigns an owner to respond and resolve (with optional specialist involvement), confirms resolution with the customer, and closes the loop with the agent.
Project Closure Workflow
Captures project closure details from the project manager, obtains sponsor acceptance of completion criteria (looping until accepted), then coordinates finance, procurement, and project manager close-out tasks before marking the project closed and notifying stakeholders.
Project Issue Management Workflow
Manages a project issue from intake through resolution: captures the issue, has the project manager assign an owner and priority, escalates high-priority issues to the sponsor, has the issue owner resolve or escalate, routes escalated issues to a steering committee, verifies resolution with the project manager (looping back to the owner if not resolved, up to 3 times), and closes out with a resolution email to the reporter.
Project Change Request Workflow
Manages project scope change requests from submission through impact assessment, approval routing (steering committee for high-impact changes, project sponsor for others), baseline update, and implementation, with status tracking and requester notifications throughout.
Project Intake Workflow
Captures new project requests, sends the requester an acknowledgement, routes the request to the PMO for review of strategic fit, priority and decision, then notifies the sponsor and requester of the outcome (Approved, Deferred or Declined) and kicks off project setup when approved.
Regulatory Change Management Workflow
Manages implementation of new or changed regulatory requirements from intake through applicability assessment, gap analysis, implementation, and reviewer sign-off, with status tracking throughout.
Compliance Incident Management Workflow
Manages compliance incident reports end-to-end: intake and acknowledgement, severity triage with senior management escalation for high-severity incidents, investigation by the incident owner, compliance manager review with rework loop, optional external notification tracking, corrective action closure, and final notification to the reporter.
Gifts and Hospitality Declaration Workflow
Captures gifts, hospitality, travel and other benefit declarations, auto-records low-value items, and routes higher-value declarations to a compliance officer for approval before recording in the register.
Whistleblower Reporting Workflow
Confidential intake, triage, investigation and closure workflow for whistleblower misconduct reports, with optional anonymity, compliance officer triage, investigator findings, compliance manager approval with rework loop, remediation tracking, and reporter notifications where contact details were shared.
Vendor Master Data Change Workflow
Manages requests to change supplier master data (bank details, address, contact details, payment terms, other) with independent verification for bank detail changes, finance approval, controlled record update, and status tracking through to completion.
Sole Source Procurement Approval Workflow
Captures a sole-source purchase request, routes it through procurement justification review, then to the appropriate approver based on cost tier (procurement manager, CFO, or CEO), and notifies the requester at each terminal outcome.
Request for Quote Workflow
Captures an RFQ request, issues it to three suppliers, has the buyer record received quotes and a recommendation, routes approval based on the recommended value (procurement manager for over $10,000, buyer lead otherwise) with up to two revision cycles on rejection, then awards the RFQ, raises a purchase order task, and notifies the requester.
Journal Entry Approval Workflow
Captures a preparer's journal entry submission, routes it through review and correction cycles, applies threshold-based approval (financial controller for amounts over $50,000, finance manager otherwise), and notifies the preparer at each terminal outcome (rejected, returned, or ready to post).
Month-End Close Workflow
Manages month-end close from close owner intake through account reconciliations, journal posting, exception resolution, manager review, and correction cycles until sign-off.
Customer Credit Application Workflow
Collects a trade-credit application, acknowledges receipt, routes to finance for credit checks and a decision, and either declines the applicant or sets up the account and notifies them with their credit terms.
Credit Limit Approval Workflow
Captures a credit limit request, runs a finance risk review, routes approval to the credit manager or finance director based on the requested amount, and notifies the requester of the outcome at each stage.
Capital Expenditure Approval Workflow
Captures capital expenditure requests, routes them through finance budget review and tiered approval (finance manager, CFO, or CEO based on cost estimate), and notifies the requester at each stage while creating a procurement task once approved.
Policy Acknowledgement Workflow
Collects a policy owner's request to have a recipient acknowledge a policy, sends the recipient a form to confirm they have read and understood it, tracks acknowledgement status and due date, and notifies the policy owner at each stage.
Employee Information Change Workflow
Allows staff to submit requests to update personal records (name, address, phone, emergency contact, bank details, or other). HR verifies the request against the employee record, updates the record if verified, and the employee is notified at each stage until the request is completed or returned.
Payroll Change Request Workflow
Captures employee payroll change requests (bank details, tax details, salary sacrifice, allowance, deduction, other), routes them through HR validation, payroll processing, and a post-pay-run verification loop, with status tracking and notifications throughout.
Return to Work Workflow
Manages an employee's return to work after leave: intake form, HR/manager agreement on suitable duties and adjustments, employee sign-off with a discuss-further loop, manager check-ins with a not-yet-ready loop, and completion with file closure.
Disciplinary Action Workflow
Manages employee conduct/performance disciplinary cases end-to-end: intake and acknowledgement, HR assessment, employee response, HR decision with optional further-investigation and formal-action approval loops, and final closure notification.
Performance Improvement Plan Workflow
Manages a Performance Improvement Plan from manager submission through HR review, employee acknowledgement, manager progress reviews (with extension loop), to a final outcome of successful completion, extension, or not-met with HR disciplinary follow-up.
Employee Promotion Workflow
Captures a manager's promotion request, calculates the salary increase, routes it through HR eligibility review and tiered approval (HR manager or HR director based on increase size), and notifies the employee and manager of the outcome.
Property Inspection Workflow
Manages scheduling, execution, and follow-up of property inspections: schedules the inspection and notifies the tenant, has the inspector record condition/photos/meter readings/issues and maintenance need, emails the owner a summary, arranges maintenance actions with the property manager if needed and notifies the tenant, then signs off and notifies the property manager.
Property Maintenance Request Workflow
Captures maintenance requests from tenants or staff, triages by urgency, obtains contractor quotes and owner approval when needed, schedules the work, tracks completion, and keeps the requester informed throughout via status updates and emails.
Tenant Onboarding Workflow
Onboards a tenant after tenancy approval: collects tenancy details, welcomes the tenant, gathers condition report agreement (with dispute resolution if needed), collects the deposit, hands over keys, and moves the tenant in — tracking status throughout.
Contractor Onboarding Workflow
Coordinator submits contractor details and documents, compliance officer checks documents, worker completes site induction, site manager approves site access, and security grants access — tracking status from Submitted through to Onboarded or Rejected.
Inventory Reorder Workflow
Manages low-stock reorder requests end-to-end: intake and acknowledgement, stock verification, value-based approval, purchase order creation, delivery receipt with discrepancy handling, and final restocking notification.
Permit to Work Workflow
Manages the end-to-end lifecycle of a permit to work for higher-risk site activities: application intake, safety approval, pre-start check with rework loop, active work, and site hand-back closure, with status tracking and notifications throughout.
Near Miss Reporting Workflow
Captures near miss reports from anyone in the organisation, notifies the reporter, has the safety officer assess immediate controls and risk rating, escalates high-risk events to an investigator for root cause analysis, and closes the loop with lessons learned shared back to the reporter.
Workplace Safety Inspection Workflow
Manages an end-to-end workplace safety inspection: intake from the inspector, hazard assessment and risk rating, escalation and corrective action for medium/high risk findings, verification of remediation, and sign-off notification.
Supplier Risk Assessment Workflow
Collects a supplier risk assessment request, runs due diligence and (where applicable) security/privacy review, captures risk reviewer treatment and residual risk, routes it through risk manager approval with up to two rework cycles, and notifies the requester of the accepted outcome.
Supplier Performance Review Workflow
Collects a reviewer's assessment of a supplier's delivery, quality, service and compliance, calculates an overall score, gathers the supplier's response, routes to manager review and recommendation-based follow-up tasks (continue, improve, escalate), then closes out with a final outcome notification to the supplier.
Root Cause Analysis Workflow
Manages recurring incidents/defects from intake through investigation, corrective/preventive actions, effectiveness review, and quality sign-off, with status tracking and closure notification.
IT Equipment Request Workflow
Captures IT equipment requests, routes them through manager approval, IT stock check, optional procurement purchase approval, configuration, and asset register recording, with status updates and email notifications throughout.
Marketing Content Approval Workflow
Manages marketing content submissions (blogs, emails, social posts, web pages, adverts, other) through editorial review, brand review, optional revision loops, optional compliance approval for legally-sensitive content, and publishing — with owner notifications at each key milestone.
Internal Audit Workflow
End-to-end internal audit process: intake of audit details, fieldwork with findings and rating, management response from the area manager, report finalisation, head of audit approval with rework loop, follow-up verification of corrective actions with re-check loop, and closure notifications.
Quality Inspection Workflow
Manages quality inspection requests from intake through inspection, corrective action (with re-inspection loop), and final pass notification, with tracking views and dashboards.
Nonconformance Management Workflow
Captures nonconformance reports for products or processes, routes them through quality review, corrective action (when required), effectiveness verification, and quality manager closure approval, with status tracking and notifications throughout.
Vulnerability Remediation Workflow
Intake and triage of reported vulnerabilities through validation, owner response (remediate or accept risk), fix verification, and closure with reporter notifications at each key milestone.
Privacy Impact Assessment Workflow
Manages privacy impact assessments end-to-end: intake of an initiative, privacy officer screening, full assessment by a privacy assessor when required, officer approval with rework loop, owner acceptance of residual risk, and closure with next review date tracking.
Data Subject Access Request Workflow
Manages a data subject access request end-to-end: intake and acknowledgement, identity verification (with a re-request loop), records search and redaction (with a rejection rework loop), privacy officer approval, secure delivery, and completion notification.
Data Breach Response Workflow
Manages the end-to-end response to a suspected personal/sensitive data breach: intake and acknowledgement, investigation, privacy/legal review and notification decision, regulator/individual notification if required, remediation, and closure — with status tracking throughout.
Security Incident Response Workflow
Captures suspected cyber security incidents, uses AI to rate severity (with human fallback), coordinates escalation, containment/investigation/eradication response, optional external notification, and recovery sign-off through to closure with reporter notification.
Software Access Request Workflow
Captures software access requests, routes them through manager and system owner approval, adds security review for privileged access, provisions access via IT, verifies the access works with the requester's user, and tracks status through to completion.
IT Problem Management Workflow
Manages IT problems from intake through root cause analysis, optional change request, fixing, verification and knowledge base update, tracking status through to closure to eliminate recurring incidents.
IT Incident Management Workflow
Manages IT service outages end-to-end: intake and acknowledgement, AI-driven priority triage with human fallback, engineer diagnosis and fix, optional escalation to a senior engineer, reporter confirmation with a resolution loop, and closure notification.
Marketing Campaign Approval Workflow
Collects a campaign brief from the campaign owner, routes it through marketing lead review and brand review (with revision loops), then final approval by the marketing director (budgets over $20,000) or marketing manager (smaller budgets), notifying the owner of the outcome.
Contract Renewal Workflow
Manages the end-to-end renewal process for expiring contracts: intake from the contract owner, reviewer performance/risk assessment, optional renegotiation, commercial and legal approval (with a bounded rework loop on rejection), storage of the signed renewal, or termination notice issuance if the contract is not renewed.
NDA Request and Approval Workflow
Collects NDA requests, routes non-standard templates through legal review, obtains business approval, and tracks execution through to storage of the signed NDA.
Contract Review and Approval Workflow
Captures a new contract from the owner, routes it through legal review (with owner revision loop), finance approval for high-value contracts, final approver sign-off, and execution/storage of the signed contract — tracking status throughout.
Warranty Claim Workflow
Handles a warranty claim end-to-end: intake and acknowledgement, agent eligibility check, technician fault assessment with remedy recommendation, manager approval (with rework loop), remedy execution, and customer notification of the final outcome.
Candidate Interview Workflow
Manages a single interview stage from scheduling through panel scoring to hiring manager decision, with candidate and coordinator notifications, one record per interview stage.
Sales Lead Management Workflow
Captures new sales leads, sends a thank-you to the contact, uses AI to prioritise the lead (with manager fallback when uncertain), assigns a follow-up task with an SLA based on priority, and routes the outcome (Convert/Nurture/Disqualify) to update status, trigger opportunity setup, and notify the rep or contact accordingly.
Budget Approval Workflow
Handles submission and review of new budgets or budget changes: intake, finance review with revision loop, tiered approval (manager or finance director based on amount), and outcome notifications.
Customer Support Ticket Workflow
Captures customer support tickets, acknowledges receipt, uses AI to prioritise the ticket (with human fallback), assigns agent work based on priority, escalates unresolved issues to a senior agent, closes the ticket with a resolution email, and follows up with a satisfaction survey.
Quote Approval Workflow
Captures a rep's quote submission, routes it through finance review, optional legal review for non-standard terms, and a final approval by the sales manager or sales director based on discount and value thresholds, with revision loops back to finance for rework and status/email notifications throughout.
Sales Quote Workflow
Captures a sales quote request, calculates the quoted total after discount, has sales operations validate pricing, routes high discounts to a sales manager for approval, sends the quote to the customer for acceptance, and updates the record and notifies the rep based on the customer's decision.
Discount Approval Workflow
Captures a sales rep's discount request, calculates the discounted price, routes for sales manager or finance approval depending on the discount size, and notifies the rep of the outcome so they can submit a revised request if rejected.
Sales Opportunity Workflow
Tracks a sales opportunity from Discovery through Solution Fit, Proposal, commercial review, and Closed Won/Lost, with owner tasks at each stage, a manager approval gate on the proposal, and notifications to the main contact and onboarding team.
Returns and RMA Workflow
Handles end-to-end product return authorisation: intake form, eligibility check by a support agent, inspection by the returns team, routed resolution (repair, replace, or refund), and customer notifications at each stage, tracked via a return status field.
Refund Request and Approval Workflow
Collects customer refund requests, tracks eligibility review by customer service, routes approval to a team manager or finance based on amount, processes approved refunds via finance, and keeps the customer informed at each stage via email.
Customer Onboarding Workflow
Guides a new customer from signed agreement to go-live: kickoff, account setup, blocker resolution loop, training, sign-off confirmation loop, and go-live handover, with status tracking throughout.
Workplace Complaint and Investigation Workflow
Manages confidential intake, triage, investigation, and resolution of workplace complaints (bullying, harassment, discrimination, misconduct) with HR triage, investigator findings, HR manager approval of recommended actions, and reporter notifications at each closure point.
Employee Training Request Workflow
Captures employee training requests, routes them through manager approval and (for costs over $2,000) finance budget approval, notifies the employee at each stage, and has HR record completion evidence once the training is done.
Employee Performance Review Workflow
Manages the end-to-end employee performance review cycle: self-assessment submission, manager assessment, employee acknowledgement or dispute, optional follow-up discussion, and final completion with HR filing.
Timesheet Approval Workflow
Collects employee/contractor timesheets, calculates total hours, routes through manager review with a correction loop (up to 3 cycles), and on approval creates a payroll task and notifies the submitter — with a status table view and status breakdown chart.
Job Requisition Approval Workflow
Managers submit a job requisition (new or replacement role) which is acknowledged, reviewed by HR, and — once ready — approved by Finance and Senior Management before being handed to Recruitment. Rejections and revision requests are routed back appropriately.
Recruitment and Hiring Workflow
Manages a hiring request from initial headcount approval through advertising, screening, interviewing, offer, and onboarding, with HR approval gates and candidate offer response tracking.
Travel Request and Approval Workflow
Captures employee travel requests, routes them to the traveller's manager for policy review, escalates high-cost trips ($3,000+) to finance approval, and notifies the traveller at each stage until the trip is authorised for booking.
Payment Approval Workflow
Collects payment requests, verifies them against the supporting invoice, routes for manager or finance director approval based on amount, handles discrepancies via a correction loop, and releases approved payments with full status tracking.
Invoice Approval Workflow
Accounts payable workflow that intakes invoices, checks them against purchase orders, loops back to submitters on discrepancies, routes for manager or finance-lead approval based on amount, and notifies submitters of the outcome.
Purchase Requisition Workflow
Employees submit purchase requisitions; procurement confirms the supplier and cost, the requisition routes to manager or finance approval based on the confirmed cost, and approved requisitions are marked Ready for PO with a procurement task to raise the order.