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Workflows Directory

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101 workflow templates, showing 25 to 48

  • Design assumption change register

    When client criteria or design assumptions change, the project engineer gets one sourced register: what changed, which recorded requirements it touches, how firm each source is, and what still needs confirmation. No design basis is altered.

    Starts it
    Project engineer
    Brings
    export, notes
    Gets
    6 outputs

  • Discipline interface issue register

    After a coordination meeting exposes conflicts between disciplines, the design coordinator gets one register: each conflict from the minutes, linked to the clash-export rows and model revisions involved, with the lead who owns each system and the decision still needed. Nothing is resolved.

    Starts it
    Design coordinator
    Brings
    export, notes, document
    Gets
    5 outputs

  • Donor thank-you drafts

    Donor services staff get one draft thank-you for each new gift, written from the confirmed gift details, the donor's communication preferences and the organization's approved program language. A person checks and sends every message; nothing asks for another gift.

    Starts it
    Donor services staff member
    Brings
    export, notes, document
    Gets
    3 outputs

  • Emergency drill brief

    Before a fire, evacuation or other drill, the site or office manager gets one brief: the scenario the responsible person has approved, who does what, what each observer records, and the questions for the debrief. It writes no emergency plan.

    Starts it
    Site manager
    Brings
    export, notes
    Gets
    4 outputs

  • Emissions activity data schedule

    When the reporting period closes, the environmental reporting owner gets one source-linked schedule of energy, fuel and transport quantities with units and the boundary supplied, estimates kept apart from measured activity, missing factor references and gaps listed. It calculates no emissions figure.

    Starts it
    Environmental reporting owner
    Brings
    export, notes
    Gets
    5 outputs

  • Engagement margin review

    Midway or at close, the partner and finance lead get one worksheet for an engagement: recorded time, agreed fee, billed to date and supplied costs by workstream, the gaps that limit it, and the questions the team must answer. No cost rate is invented.

    Starts it
    Finance analyst
    Brings
    export, notes
    Gets
    6 outputs

  • Engagement staffing plan

    When several engagements want the same people, the resource lead sees the collision before kickoff: role needs against free days, leave and competing assignments, week by week, with two or three staffing options. The resource lead and partners choose.

    Starts it
    Resource lead
    Brings
    export, notes
    Gets
    6 outputs

  • Engineering change affected records index

    When an engineering change request enters review, the document controller gets one index: the assemblies, revisions, stock and open purchase orders the change reaches in the exports supplied, and a question for each owner wherever the records are unclear.

    Starts it
    Document controller
    Brings
    export, notes
    Gets
    3 outputs

  • Estimate basis pack

    An estimator pricing a job from drawings, takeoffs and supplier quotes gets one worksheet: every figure with its quantity source, rate source and date beside it, each exclusion listed and every gap already written as a scope question. The estimator verifies; the bid lead decides the figure.

    Starts it
    Estimator
    Brings
    export, notes
    Gets
    4 outputs

  • Evaluation unit trial review

    When a customer's evaluation reaches its review milestone, the account engineer and account owner get a trial-review agenda that sets the agreed use case beside the recorded results, setup changes and feedback, with every gap turned into a question and next-step options.

    Starts it
    Account engineer
    Brings
    export, notes
    Gets
    4 outputs

  • Field service invoice evidence check

    When completed field work is ready for invoicing, the billing manager gets draft billing lines that tie the agreed rates to crew time, equipment use, mobilization and signed service tickets. Unsigned tickets, overlapping equipment days and unsupported extras are listed as exceptions.

    Starts it
    Billing manager
    Brings
    export, notes
    Gets
    6 outputs

  • Group room block pickup review

    As a group's room block nears its review or release date, the revenue manager and group-sales owner get one brief: rooms blocked, rooms confirmed, room nights still unfilled, counts that do not reconcile, and the questions for the account owner. A person decides any release or revised offer; the brief releases nothing.

    Starts it
    Revenue manager
    Brings
    export, notes, document
    Gets
    4 outputs

  • Hiring pipeline status report

    Each week your people lead or founder sees every open role on one page: applications at each stage, days open against the target, roles running late, pass-through between stages, which sources lead to interviews, and every blocker with its owner. It counts; it never assesses a candidate.

    Starts it
    People lead
    Brings
    export, notes, document
    Gets
    6 outputs

  • Interview plan and scorecard

    Before the first interview, the hiring manager and every interviewer share one plan: the criteria the role needs, the same questions in the same order for every candidate, and a blank scorecard each person fills in alone. It rates no one. People make every decision about a candidate.

    Starts it
    Hiring manager
    Brings
    notes, document
    Gets
    7 outputs

  • Interview process review after a hiring round

    After a hiring round closes, the recruiting lead gets a review of the interview process: questions that gave no usable evidence, competencies nobody covered, inconsistent rubric use, and revisions to approve before the next search. It reviews the process only; no candidate is assessed.

    Starts it
    Recruiting lead
    Brings
    export, notes
    Gets
    6 outputs

  • Interview scheduling and candidate confirmation

    For candidates your team has already chosen to interview, the recruiting coordinator gets one scheduling sheet that lines up each candidate's offered times, in their own time zone, with the interviewers' free time, plus a ready confirmation or availability request for each. A person sends every message and invitation.

    Starts it
    Recruiting coordinator
    Brings
    export, notes, pasted text
    Gets
    5 outputs

  • Job description

    A hiring manager’s rough notes become a job description the right people want to answer: why the role exists, the work itself, and only the must-haves that are real. Your approved pay and employer wording go in untouched, and nothing is posted until the hiring manager and the people lead approve it.

    Starts it
    Hiring manager
    Brings
    notes, document
    Gets
    2 outputs

  • Job posting and sourcing plan

    For one approved role, the hiring manager gets a plan for where to post and where to look: every channel on the company's own list ordered by the signal it should give for that kind of role, a week-by-week schedule inside the budget, and what to count on each channel. Nothing is posted or paid until a person approves.

    Starts it
    Hiring manager
    Brings
    export, notes, document
    Gets
    4 outputs

  • Journey accessibility findings

    When a user journey is ready for accessibility review, the reviewer gets a finding list: each finding with its task impact and evidence, the manual checks still required and the limits of the review. The reviewer verifies every finding and agrees fixes with the design owner.

    Starts it
    Accessibility reviewer
    Brings
    export, notes
    Gets
    5 outputs

  • Learning system access review

    At term end or after staff change roles, the system owner lays the learning system's user and access exports beside current staff, class assignments and the approved role matrix. Departed users, changed roles and dormant accounts come back as questions for the data owners. Nothing is changed.

    Starts it
    System owner
    Brings
    export, notes
    Gets
    7 outputs

  • Lone work arrangements review

    For each task someone does alone, the manager gets the check-in method, the places where nobody could be reached, who responds when a check-in is missed and how soon, and alternatives. A competent person decides what is acceptable.

    Starts it
    Operations manager
    Brings
    export, notes
    Gets
    6 outputs

  • Matter closing checklist preparation

    When the handling lawyer flags a matter for closure, the firm's closing checklist is filled from the matter record: final billing as recorded, open tasks, unreturned items and the handoffs billing and records must accept.

    Starts it
    Operations assistant
    Brings
    export, notes, document
    Gets
    5 outputs

  • Matter-opening checklist preparation

    Every accepted matter goes into setup and billing with one checklist: the fields each system needs, the terms that drive the first invoice, the documents on file and an owner for every open item.

    Starts it
    Firm administrator
    Brings
    document
    Gets
    4 outputs

  • Menu input cost change review

    When supplier prices change, the chef and food-and-beverage manager get one worksheet: each price movement tied to the quantities in the supplied recipes, the cost per portion of every affected dish before and after, and questions for the chef. It sets no menu price.

    Starts it
    Chef
    Brings
    export, notes
    Gets
    5 outputs