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Workflows

This section documents the workflows available in the application.

Workflows describe how specific tasks are completed in the system.
They guide users through a sequence of steps that may span multiple pages, nodes, and actions.

If you know what you want to accomplish, this is the right place to start.

What a “workflow” means in this documentation

In the context of this documentation, a workflow represents a complete process with a clear goal.

A workflow typically: - Solves a specific task or use case - Involves multiple steps - May span several pages or screens - May require approvals, permissions, or system actions - Results in a clear outcome (for example: access granted, card printed, user onboarded)

Workflows describe how things are done, not just where actions exist.

Pages vs workflows

Pages and workflows are closely related, but they serve different purposes:

  • Pages describe where interactions happen
  • Workflows describe how a task is completed across one or more pages

For example: - A page may allow you to approve a request - A workflow explains the full process of requesting, approving, and completing that request

A single workflow may reference multiple pages.
Likewise, a single page may be involved in several workflows.

What is covered here

Each workflow documentation typically includes:

  • The goal of the workflow
  • Who can perform it
  • Preconditions or required permissions
  • Step-by-step instructions
  • Which pages are involved
  • What happens when the workflow completes
  • Common pitfalls or edge cases

Workflows focus on end-to-end completion, not individual UI elements.

What is not covered here

This section does not document:

  • Individual screens or layouts
  • Field-by-field UI descriptions
  • All possible variations of system behavior

Those topics are covered under Pages and Concepts.

When to use this section

Use Workflows when you: - Have a specific task you want to complete - Need guidance through multiple steps - Are unsure about the correct order of actions - Want to understand approval or processing flows

If you are trying to understand what a screen does, use Pages instead.

If you are unsure about terminology or system structure, start with Concepts.

Where to go next

Browse the workflows below to find step-by-step guidance for common tasks.