# Workflow Management ## Understanding Workflows A workflow defines the approval stages an application passes through before license issuance. Department administrators configure workflows for each license type. ## Workflow Components ### Stages Each stage represents a review step: | Property | Description | |----------|-------------| | Name | Stage identifier (e.g., "Document Verification") | | Order | Sequence position (1, 2, 3...) | | Assignee Rule | Who receives applications at this stage | | Required Actions | What must be completed to proceed | | SLA | Maximum time allowed | ### Stage Types **Sequential**: Applications must pass through in order ``` Stage 1 → Stage 2 → Stage 3 → Issuance ``` **Parallel**: Multiple reviews happen simultaneously ``` ┌→ Technical Review ─┐ Stage 1 ─┤ ├→ Final Approval └→ Financial Review ─┘ ``` ### Assignment Rules - **Round Robin**: Distribute evenly across available officers - **Load Based**: Assign to officer with fewest pending items - **Manual**: Supervisor assigns each application - **Specific Role**: Route to designated role ## Creating a Workflow 1. Navigate to **Settings** → **Workflows** 2. Click **Create New Workflow** 3. Enter workflow name and description 4. Add stages in sequence: - Define stage name - Set assignment rule - Configure SLA duration - Specify required documents 5. Set workflow as active 6. Assign to license type(s) ## Modifying Workflows Changes apply only to new applications. In-progress applications continue with their original workflow. To modify: 1. Open workflow in editor 2. Make changes 3. Review impact summary 4. Confirm and save ## SLA Configuration | Field | Description | |-------|-------------| | Duration | Hours/days allowed | | Warning | Alert before breach | | Escalation | Action on breach | | Override | Manual extension allowed | ## Best Practices - Keep stages focused on single responsibility - Set realistic SLAs based on actual processing time - Use parallel stages for independent reviews - Document stage requirements clearly - Review workflow performance monthly