Workflows

Map your exact approval routes, step by step.

A no-code engine for the reviews that matter. Build conditional, role-based approval flows once, then reuse them across documents, CAPAs, and nonconformances — with SLAs and signatures built in.

Workflow builder with sequential and parallel review steps

Outcomes

A clear decision at every step

Each step exposes only the outcomes you allow — so reviewers act within the process, and the trail records exactly what happened.

Approve & advance

Step is approved — the next one activates, or the workflow completes.

Send back

Return to an earlier step; everything in between re-runs cleanly.

Request info

Ask the author for changes without rejecting the submission.

Reassign

Hand the review to a different person without losing the trail.

Cancel

Stop the entire workflow when a submission is no longer needed.

Visual builder

Model your process exactly as it runs.

Compose templates from sequential and parallel steps, assign reviewers by role or by name, and choose whether every reviewer must approve or any one will do. No code, no consultant.

  • Sequential & parallel (nested) steps
  • Reviewers by role or named user
  • ALL or ANY approval rules per step
Visual workflow template builder with steps and reviewers
Accountability

SLAs, tasks, and signatures built in.

Activating a step creates assignments with computed due dates, so reviewers see exactly what is waiting on them. Require comments or an electronic signature on any step that needs one.

  • Per-step SLA & due dates
  • Real-time reviewer task queue
  • Optional comment & e-signature gates
Reviewer task queue with due dates and signatures
One engine, every module

Versioned, deployable, and reused everywhere.

Publish a workflow to lock its configuration and retire the prior version. The same engine drives document approvals, CAPAs, and nonconformances — so your review discipline is consistent across the board.

  • Draft → Published → Retired versions
  • Shared across documents, CAPA & NC
  • Every transition on the audit trail
Versioned workflow templates deployed across modules

And more

Built for real review processes

The details that make an approval engine usable on day one — and auditable forever.

Parallel & nested steps

Branch into child steps that run together; a parent only advances when its children are approved.

Send-back targets

Define exactly which earlier steps a reviewer can return a submission to.

SLA tracking

Due dates are computed per step so nothing sits in a queue unnoticed.

Deployable templates

Publishing locks step config and retires the previous version — controlled change.

Role & user reviewers

Assign by role so the right people are pulled in even as your team changes.

Real-time status

Everyone sees where a submission is, the moment it moves.

Approvals without the email chains

Put your review process on rails.

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