Workflow & Automation
Standardized WorkflowsFor Consistent Execution
Define and manage standardized workflows with predefined templates, activity configuration, and real-time notifications to ensure consistent process execution.
Workflow Template System
Create and manage standardized workflows for consistent audit execution
Workflow Templates
Predefined templates for audit, CRM, and custom processes.
- Audit workflows for complete lifecycle
- CRM workflows for client management
- Custom workflow creation
- Status management (draft, active, inactive, archived)
Five-Phase Organization
Standard phase structure: Planning, Execution, Review, Reporting, Follow-up.
- Planning phase for preparation
- Execution phase for active work
- Review phase for validation
- Reporting phase for documentation
- Follow-up phase for monitoring
Activity Configuration
Eight activity types with duration estimates and role assignments.
- Document review and analysis
- Personnel interviews
- Site visits and facility tours
- Process audits and observations
- Report writing
- Testing and verification
- Sampling and data collection
- Custom activity types
Automation & Notification
Real-time notifications and task management keep your team coordinated
Evidence Task Management
Manual task creation with assignment and tracking.
- Task creation and assignment
- Priority levels (HIGH/MEDIUM/LOW)
- Due date tracking
- Status tracking (open, in progress, completed)
- Evidence requirement linkage
Real-time Notifications
WebSocket-based notifications for workflow events.
- Audit assignment alerts
- Lead auditor notifications
- Evidence task assignments
- Task completion updates
- Ticket resolution notices
- In-app and consolidated delivery
Precedence Relationships
Configure dependencies between activities for proper sequencing.
- Activity dependency tracking
- Sequencing enforcement
- Workflow logic configuration
- Status-based progression
Streamline Your Audit Workflows
Consistent processes with template-based workflows and real-time team coordination