Steps

Steps are the stages of the workflow. Each step represents a specific action or decision point, such as collecting information, performing a check, or sending a notification.

Steps break the process into manageable chunks, making it easier for users to follow and for the system to automate checks and actions.

Step Types

Available step types for constructing a workflow:

• Data Setup: Is used to initialise the Fields when using the AccessNow workflow templates.

• Input: Enables the creation of a form to gather user information, such as entering request details.

• Process: Automatically runs a backend service or performs checks, such as e.g., verifying a cardholder or creating a credential in the Command Centre.

• Process Task: Used to to create decision points like e.g. Approvals.

• End Process: Marks the end of the workflow, summarising the outcome.

Example of the Use of Steps in a Workflow

• Step1 – Input: Collect user and request details

• Step 2 – Process: Find Cardholder Record in Command Centre. The process step calls a backend service to look up the cardholder using the email address.

• Step 3 - Process Task: Initiate an approval task to review and either approve or deny the request.

• Step 4a – Process After approval, provision access/credentials in Command Centre. Send an approval email notification to the requester.

• Step 4b – Process: Aftre request denide send a denial notification to the requester.

• Step 5 – EndProcess: End the workflow.