Workflow examples

This topic has example workflows and stages for the respective types:

  • People (staff and contacts)
  • Entities
  • Content (Working Papers files and uploaded files)

People Workflows

Staff

The following is an example of a workflow with stages to apply to staff.

Staff Status

Stage Order Description

Co-op Student

1 The staff member is a co-op student from an accredited co-op program.

New

2 The staff member is newly hired.

Part-time

3 The staff member has been hired and is working part-time.
Probation 4 The staff member has completed the minimum required training and is on probation.
Full time 5 The staff member is working a full work week.
Partner 6 The staff member is a partner in the organization.
Temporary leave 7 The staff member is on leave but is expected to return.
Inactive 8 The staff member is not expected to return to the organization.

Contacts

The following is an example of a contact workflow.

Contact type

Stage Order Description

New

1 New contact for client. Associated role.
Trusted 2 Contact is trusted with access to required content in Cloud.
Inactive 3 Person is no longer a contact.

Entity Workflows

Client Entities

The following is an example of a client workflow.

Client Status

Stage Order Description

Prospect

1 Sales team has made contact with client and is engaged.

New

2 New client.
Client 3 Regular client for over one year.
Long-term client 4 Client for over ten years. Trusted client with discounted rates.
Inactive 5 No longer a client.

Content Workflows

Working Papers files

The following is an example of a Working Papers file workflow.

Engagement Status

Stage Order Description
New 1 File has been posted and the organization is preparing to start the engagement.
Ready 2 File has been posted and the organization is ready to start the engagement.
Planning 3 A plan is being prepared for the file.
Gathering Evidence 4 The file is open and the organization is investigating procedures.
Finalization 5 Finalizing the engagement.
First Review 6 File is being reviewed.
Lockdown 7 File has passed the first review and is in lockdown.
Second Review 8 File is under a second review.
Complete 9 File is complete and locked down.

Uploaded Files

The following is an example of workflow for uploaded files.

Retention Requirement

Stage Order Description
Retention - NR 1 File has no requirement for retention.
Retention - 3mths 2 File must be retained for three months.
Retention - 1yr 3 File must be retained for one year.
Retention - 2yrs 4 File must be retained for two years.
Retention - 3yrs 5 File must be retained for three years.