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Knowledge · Document workflows
Document workflows: The path of each document, from submission to decision
Document workflows define who reviews each document, which statuses it goes through, which rules apply and who receives notifications. As a result, the process no longer depends on emails and becomes predictable and auditable.
In brief
Elements of a good document workflow
Without workflows, documents sit idle in inboxes and rejections never reach the contractor.
01
Clear statuses
Submitted, under review, approved, rejected, expired. Each document is always at a known stage.
02
Owners and routing
Every stage has an owner. Rules send each document to the right validator, depending on its type and the activity.
03
Notifications, deadlines and alerts
The system alerts the contractor and the internal team automatically, especially about pending items that block operations.
04
Complete history
The history records every decision and comment.
Knowledge
Articles on document workflows
How to design predictable, auditable document processes.
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How AISP helps
Workflows designed and configured on your platform
AISP designs and configures workflows on document management and HSE platforms, including their automation. You then change the rules through configuration, with no development work.
Frequently asked questions
Frequently asked questions
How does a workflow work in practice?
An insurance certificate goes to procurement, which confirms the scope, and then to HSE if the activity requires it. If it does not comply, the contractor immediately receives the reason for rejection.
Should we plan for every exception from the start?
No. Start with the most common cases and add exceptions only when you need them.
How can you align operations and technology before configuring?
By designing the process first, for example in BPMN notation. Everyone then validates the path before configuration begins.
Where do your documents get stuck today?
Show us the current path. We will design and configure the workflow that makes it predictable.