The engine room
Workflows are grouped the same way as employees — by Regional Office → Business Unit → Type → Year — and consist of an ordered sequence of steps. Each step assigns one or more reviewers to a range of Groups, not just a single group.
| Condition | Meaning |
|---|---|
| Group Equal To | This one specific group |
| Groups Less Than / Less Than & Equal To | All groups “before” this one in the defined order |
| Groups Greater Than / Greater Than & Equal To | All groups “after” this one |
| Groups Between | A defined range of groups (inclusive) |
This means a single reviewer row can say, in effect, “this regional manager reviews every field group from Group 3 through Group 7” — instead of manually adding them to five separate groups.
Sequencing that enforces itself
Steps execute in order. An employee’s “current step” is always the earliest step in their workflow that isn’t yet completed. The assigned reviewer for that step can edit the form; reviewers for past or future steps can only view it read-only — so nobody accidentally overwrites a colleague’s completed section, and nobody jumps ahead before it’s their turn.
Admins have an Administration panel on any review in progress to Cancel, Keep & Reassign, or Clear & Reassign a workflow mid-stream — with full audit-safe transactional logic, so a mis-assigned campaign can always be corrected without losing already-completed work.
Assign your frontline supervisor to Step 1, your regional director to Step 2 for a whole range of groups at once, and your VP to a final sign-off step — and the system enforces the sequence automatically.