Workflow Management

Workflow State Diagram
Visual representation of action workflow states and allowed transitions

Workflow States

DraftSubmittedUnder ReviewApprovedRejectedIn ProgressOn HoldCompletedVerifiedClosed

Transition Flow

DraftSubmitted
SubmittedUnder Review
Under ReviewApproved(Requires Approval)
Under ReviewRejected(Requires Approval)
ApprovedIn Progress
In ProgressOn Hold
In ProgressCompleted
On HoldIn Progress
CompletedVerified(Requires Approval)
VerifiedClosed

Workflow Rules:

  • Actions start in Draft state and must be submitted for review
  • Transitions to Approved, Rejected, and Verified require manager or auditor approval
  • Actions can be put On Hold and resumed to In Progress
  • Completed actions must be verified before closure
  • Once Closed, actions cannot be reopened (create new action instead)
Workflow Transition Rules
From StateTo StateRequires ApprovalApprover Roles
DraftSubmitted
No
-
SubmittedUnder Review
No
-
Under ReviewApproved
Yes
ManagerAdministrator
Under ReviewRejected
Yes
ManagerAdministrator
ApprovedIn Progress
No
-
In ProgressOn Hold
No
-
In ProgressCompleted
No
-
On HoldIn Progress
No
-
CompletedVerified
Yes
AuditorManager
VerifiedClosed
No
-