Workflow Management

What is it?

The configuration of review and approval flows at the company level. Templates, responses, and rules defined here can be reused by every project.

Workflow Templates

Reusable review and approval flow templates available across all projects.

Workflow Responses

The possible responses at each workflow step: approved, rejected, reviewed with comments, and so on.

Workflow Rules

Conditional routing rules: different workflows depending on the type or trade of the item.

Workflow concepts

A few ideas help you understand how a workflow behaves:

• Step — each step of the process, with its assigned role and responsible party.
• Approval Rule — decides how many approvals are needed: with ANY, a single approval is enough; with ALL, every assigned party must approve.
• Execution Mode — sets the order: Sequential runs the steps one after another, while Parallel runs them at the same time.
• On Reject — defines what happens when something is rejected: the process can end, or it can return to a previous step.

How to use it

1. Go to Company Configuration → Workflow Management.
2. Create Workflow Templates for the processes you reuse (RFI, Submittals…).
3. Configure the Responses available at each step and the Rules that route items by type or trade.