Active stageReceived
Collection
OwnershipRules
List and Kanban views by status
← Situation register06 / 08
Views · Exports · IndicatorsOperations & Reporting
Activity remains visible through lists, Kanban, search, exports and indicators calculated from real cases.
TriggerReceived
01 · Starting point
Management wants to know where cases stand, where they stall and how long they take without waiting for a monthly report.
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 · Operations & ReportingStage 01 / 04
Ownership matrix
RoleCollectionViewAnalysisExport
RulesOwner of Collection, state ReceivedNot responsibleNot responsibleNot responsible
AgentNot responsibleOwner of View, state CheckedNot responsibleNot responsible
ManagerNot responsibleNot responsibleOwner of Analysis, state AssessedNot responsible
ManagementNot responsibleNot responsibleNot responsibleOwner of Export, state Documented
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
Every status change updates indicators immediately.
Automatic executionAudit trail retained - R-02
Exports respect the permissions of the person requesting them.
Automatic executionAudit trail retained
04 · The delivered system
An operational system, not a mock-up left for you to finish.
Configuration04
- 01Views and columns
- 02Indicators and thresholds
- 03Exports
- 04Read permissions
Deliverables03
- 01Configured views
- 02Dashboard
- 03Exports
Delivered system✓
Operational oversight calculated from real case statuses, with no duplicate data entry.
Ready to operate
Your version
Quality & CAPANon-conformities · ActionsYour people, documents and thresholds. Describe the workflow as it exists today.