Workflow Statuses track requests as they move through your workflows, allowing you to see who is responsible for a request and where it currently stands at any given time. You can tailor your workflow statuses to align with your organization’s internal processes, providing better visibility across teams and simplifying progress tracking.
Workflow Sub-Statuses extend this flexibility by allowing administrators to define detailed sets of sub-statuses for each proposal type—such as Medical Affairs, funding, or education programs—so that tracking aligns closely with your operational processes.
Key Features
- Customizable workflow statuses: Define meaningful status labels aligned with your internal processes.
- Configurable sub-statuses by proposal type: Assign distinct sub-status sets to each proposal type for more granular tracking.
- Clear visibility: View a request’s status by accessing its Proposal tab to view the Information panel at the top of the page or by viewing the Workflow Status field, and include it in reports, as well as email merge fields.
- Flexible event triggers: Update workflow statuses automatically based on workflow events.
- Audit support: All status and manual override changes are recorded in the audit trail.
- Program-wide compatibility: Useful across all program types, including Medical Affairs workflows involving fulfillment or re-supply stages.
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