This topic has example workflows and stages for the respective types:
- People (staff and contacts)
- Content (Working Papers files and uploaded files)
The following is an example of a workflow with stages to apply to staff.
|1||The staff member is a co-op student from an accredited co-op program.|
|2||The staff member is newly hired.|
|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.|
The following is an example of a contact workflow.
|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.|
The following is an example of a client workflow.
|1||Sales team has made contact with client and is engaged.|
|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.|
Working Papers files
The following is an example of a Working Papers file workflow.
|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.|
The following is an example of workflow for uploaded files.
|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.|