Active stageReceived
Segment
OwnershipProgramme
Notifications on every status change
← Situation register02 / 08
Reminders · CommunicationJourneys & Engagement
Communications triggered by the state of the case, not by someone’s memory.
TriggerReceived
01 · Starting point
A programme follows hundreds of participants over several months. The team must inform them, re-engage inactive users and offer appointments without spending its days writing emails.
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 · Journeys & EngagementStage 01 / 04
Ownership matrix
RoleSegmentMessageReminderInteraction
ProgrammeOwner of Segment, state ReceivedNot responsibleNot responsibleNot responsible
RulesNot responsibleOwner of Message, state DocumentedNot responsibleNot responsible
ParticipantNot responsibleNot responsibleOwner of Reminder, state PendingOwner of Interaction, state Closed
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 case remains inactive beyond your chosen timeframe, the participant receives a reminder and the case owner is notified.
Automatic executionAudit trail retained - R-02
If the participant books an appointment, the next reminder is cancelled.
Automatic executionAudit trail retained
04 · The delivered system
An operational system, not a mock-up left for you to finish.
Configuration04
- 01Email and SMS templates by stage
- 02Inactivity periods and reminder sequences
- 03Segments and profiles
- 04Availability and calendar
Deliverables03
- 01Configured notification sequences
- 02Calendar module
- 03Communication history for every case
Delivered system✓
Communication that follows the journey: every message is triggered by a status and every interaction is recorded in the case.
Ready to operate
Your version
Assessment & ScoringScorecards · Panels · CalculationsYour people, documents and thresholds. Describe the workflow as it exists today.