Workflows in the Titan Maintenance (Urgent) platform define and control the lifecycle of a task, governing how it progresses from creation to completion. Each status in a workflow can trigger specific system features and user interactions. Workflow access and configuration are restricted to designated system administrators to ensure governance and avoid unintentional disruptions.

Purpose of Workflows

Workflows are essential for defining the sequence of task statuses and for controlling the availability of system features at each stage. They ensure consistency in task handling and help enforce business rules, notifications, and validations across various task types.

Configurable Workflow Elements

System administrators can configure a variety of elements within each status of a workflow, including:
- Feature toggles (e.g., signature capture, task resolution, verification)
- Automated transitions between statuses
- Conditional logic based on task data or timing
- Notifications and required fields

Administrative Access and Governance

Because changes to workflows can significantly impact task processing and user experience, editing access is limited to system administrators. Before making changes, administrators should thoroughly review the potential impact and, if necessary, consult with Techniche Support.

Conclusion

Workflows are a powerful tool that ensure tasks are handled in a consistent, rules-based manner across the platform. Proper governance and careful configuration are key to maximizing their value.

Please contact the Techniche support team if you have further questions.