Active stageReceived
Submission
OwnershipApplicant
Multi-step submission, with save and resume
← Situation register01 / 08
Submission → DecisionIntake & Cases
A digital front desk that receives requests, reviews them against your criteria and produces a traceable decision.
TriggerReceived
01 · Starting point
An organisation receives hundreds of applications, support requests or administrative cases. Every case must be complete, reviewed by the right person and decided on time.
02 · The workflow
Every handoff becomes visible. Every responsibility, explicit.
Explore the scenario stage by stage. The workflow below is an example; your statuses, roles and rules will replace it during scoping.
Workflow register · Intake & CasesStage 01 / 04
Ownership matrix
RoleSubmissionCheckReviewDecision
ApplicantOwner of Submission, state ReceivedNot responsibleNot responsibleNot responsible
RulesNot responsibleOwner of Check, state CheckedNot responsibleNot responsible
ReviewerNot responsibleNot responsibleOwner of Review, state PendingNot responsible
ManagerNot responsibleNot responsibleNot responsibleOwner of Decision, state Decided
03 · The rules
The workflow moves forward by rules, not by habit.
Every condition triggers a precise consequence and leaves a trace. These examples will be replaced by your business rules.
- R-01
If a required document is missing, the case returns to the applicant with the list of expected documents.
Automatic executionAudit trail retained - R-02
If the amount exceeds the defined threshold, management approval is required before the decision.
Automatic executionAudit trail retained - R-03
Once the case has been reviewed, attachments are locked.
Automatic executionAudit trail retained
04 · The delivered system
An operational system, not a mock-up left for you to finish.
Configuration04
- 01Step-by-step form and required documents
- 02Assignment criteria and approval levels
- 03Notifications by stage
- 04Connected business reference data
Deliverables04
- 01Submission portal
- 02List and Kanban review back office
- 03Configured approval workflow
- 04Audit trail and exports
Delivered system✓
An online portal connected to a back office where every case has a status, an owner and a complete history.
Ready to operate
Related reference · In production
KAFAA Programme
National skills certification programme
A national programme that receives applications, checks eligibility, assesses candidates at several levels and issues a verifiable certificate. Candidates, partner entities, assessors and programme administrators all take part.
Read the delivered systemYour version
Journeys & EngagementReminders · CommunicationYour people, documents and thresholds. Describe the workflow as it exists today.