Six-stage managed-service workflow
Complete the six ordered stages with compliance-manager and sequence validation.
13 guides
Service Journeys
Open guide →GuideUnderstand the six-stage workflow
The workspace shows ordered stages and completion evidence.
Open guide →GuideOpen the workflow panel
Select an application and locate the workflow section.
Open guide →GuideUnderstand stage sequence validation
Stages must be completed in order; the model rejects an out-of-sequence completion.
Open guide →GuideUnderstand compliance-manager validation
Stage 2 requires a valid active compliance manager.
Open guide →GuideAdd a stage note
Use the optional note to explain completion evidence.
Open guide →GuideReview workflow summary
The case loads a workflow summary with completed/current stages.
Open guide →GuideStage 1: Request Received
Confirm the application/intake exists.
Open guide →GuideStage 2: Allocating Compliance Manager
Select an active compliance manager; this stage requires a manager.
Open guide →GuideStage 3: Initial Consultation
Record consultation completion and note.
Open guide →GuideStage 4: Portfolio Review
Complete the portfolio/service review.
Open guide →GuideStage 5: Proposal
Record proposal readiness/delivery progress.
Open guide →GuideStage 6: Onboarding & Kick-Off
Complete onboarding/kick-off after earlier stages.
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