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Workflows

In Fluxx, Workflows control what buttons and statuses are available for a given theme and determines how a given form flows through said statuses.

Two examples of existing workflows are shown below. In Blue are the statuses that the record will pass through; in Green are the buttons used to move the record to the next status.

  1. FSR Requirements: FSRs currently have the following Workflow built out:
    1. Status of New → Submitted by Grantee → Status of Finance Review → Approved by the Finance Team → Status of Approved
  2. OAC Interim Progress Report Requirements: OAC Interim Progress Reports currently have the following Workflow built out:
    1. Status of New → Submitted by Grantee → Status of Finance Review → Finance Review Completed by Finance Team → Status of NSQ Review → NSQ Review Complete by Head of Finance Team → Status of Bundle Stage → Bundle Complete by WPP Administrative Assistant → Status of Program Officer Review → Approved by Program Officer → Status of Approved


As you can see from these two examples, two records of the same data type (i.e. both are Requirements) can have drastically different workflows depending on our needs for review.

This applies not just for Requirements but also for Grant Applications, Reviews, Amendments, and Registrations.


The Workflows Admin Panel Screen

The Workflows screen within the Admin Panel lets you everything described above as well as allows you to edit existing workflows in the event that these need to change after they have been finalized.

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