Raising and Managing Processes/Forms

Overview

A workflow is driven by document statuses. Each status is assigned to a responsible team. When a user completes their work and moves the document to the next status, ownership automatically transfers to the next responsible team in the workflow. Once synchronised, the document becomes available in the next team's work queue. 

• Purpose: [What is this guide about?]
• Who It’s For: [General users, admins, project teams, etc.]

Prerequisites: [Any necessary setup, permissions, or access required]

Step-by-Step Instructions

✅ Step 1: Create a New Document 

1. Drawing -> Location -> Add -> Select Item
2. Confirm position

✅ Step 2: Complete the Form

1. Complete all fields especially 
   1. Red Mandatory fields 
   2. Photos
   3. Sign off requirements
2. Move the form through the workflow the next status

Moving the item through the workflow assigns to the next responsible Team. 

✅ Step 3: Assigned to you

You can see all items assigned to you from your mobile app

1. Open the item
2. Complete all the fields especially
   1. Red Mandatory fields
   2. Photos
   3. Sign off requriements
3. Move the form to through the workflow

FAQs & Troubleshooting

Q: [Common question users may ask]?
A: [Provide a clear answer.]

Q: [What if users encounter an issue]?
A: [Provide troubleshooting steps or escalation options.]