Workflow Templates — Page 6
Corrective Action Workflow
End-to-end corrective action process: intake and acknowledgement, severity triage and containment check, root cause and CAPA planning, manager approval gate for high-severity plans, implementation, effectiveness verification with rework loop, and closure notification.
Work Order Workflow
Handles maintenance work order requests end-to-end: intake, supervisor assessment, cost-based approval, scheduling by priority, technician completion, supervisor verification with rework loop, and closure notifications.
Project Approval Workflow
End-to-end project proposal intake, PMO business case review with revision loop, cost-based executive/portfolio approval, and project initiation tracking through to kick-off.
Document Review and Approval Workflow
End-to-end intake, review, revision, approval, publication and staff-acknowledgement workflow for controlled documents (policies, procedures, plans, forms), with status tracking, reviewer/author/controller/HR tasks, owner approval gate, and notifications at each key stage.
Supplier Onboarding Workflow
Registers a new supplier, acknowledges receipt, runs procurement due diligence with risk rating, escalates high-risk suppliers to compliance, requires procurement manager approval, and sets up approved suppliers in finance — tracking status through to Active or Rejected.
User Access Request Workflow
Handles user access requests end-to-end: intake, manager approval, additional system-owner approval for Administrator access, IT provisioning, verification with the person who needs access (with a fix loop), and completion notification. Tracks status throughout and provides a table view and chart for reporting.
IT Change Management Workflow
End-to-end IT change management process: intake of a change request, technical review with revision loop, change advisory board (CAB) approval, scheduling, implementation, and post-change review with closure notifications and status tracking.
IT Service Request Workflow
Handles IT service requests from intake through optional manager approval, IT fulfilment sized by urgency, requester confirmation with a rework loop, and closure notification.
Customer Complaint Management Workflow
Manages customer complaints end-to-end: intake and acknowledgement, AI-assisted seriousness rating with human fallback, investigation and proposed resolution with manager approval for refunds/credits, customer acceptance loop, and escalation handling through to closure.
Risk Assessment Workflow
Captures business risks via an intake form, tracks them through assessment, treatment approval (for High/Extreme ratings), treatment execution, monitoring, and closure, with status tracking and notifications throughout.
Purchase Order Approval Workflow
Captures purchase order requests, routes for manager or director approval based on amount, escalates out-of-budget purchases to finance review, issues the PO through procurement, confirms receipt of goods/services, and keeps the requester informed at each stage.
Workplace Incident Reporting Workflow
Captures workplace incident reports, acknowledges the reporter, triages severity and regulator notification with the safety officer, runs an investigation scaled to severity, tracks corrective actions to verification, and closes out the incident with a summary email to the reporter.
Expense Claim Workflow
Captures employee expense claims, routes them through manager approval, finance policy review, optional exception approval, and payment processing, with status updates and email notifications at each stage.
Employee Onboarding Workflow
HR submits a new starter form which creates an onboarding record, notifies the new starter, and triggers parallel IT, manager and HR setup tasks. The workflow then collects emergency/compliance details from the new starter, runs induction, mandatory training and a 30-day check-in, escalating to HR support if needed, before marking the employee fully onboarded.
Conflict of Interest Declaration Workflow
Captures conflict-of-interest declarations, routes them through compliance risk assessment, senior manager approval for medium/high risk, declarant acknowledgement of agreed management actions, and closure once the conflict no longer exists — with full status tracking throughout.
Employee Offboarding Workflow
Manager-initiated employee offboarding process: intake form, HR review gate, parallel handover/payroll/property/IT tasks, final HR verification, and exit interview collection, with status tracking throughout.
Leave Request and Approval Workflow
Employees submit a leave request form; HR checks eligibility, the manager reviews and decides (including a revision path), and HR records approved leave in payroll — with status updates and email notifications to the employee at each stage.
Visitor Check-In and Check-Out Workflow
Captures visitor details at check-in, confirms arrival and shares site safety instructions, then has reception check the visitor out — recording departure time, pass return status and notes — before sending a thank-you email. Status is tracked throughout so staff can see who is currently on site.