Intake, approval & renewal workflow
Keeps service applications, approvals, reminders, and renewals together so staff can track each case and its next step.
A long-running service case passed through intake, document review, approval, setup, active service, and eventual renewal.
Workflow automationWhat changed
The workflow keeps applications, decisions, assignments, reminders, and status changes on one record so the next person can see the full case history without searching elsewhere.
Key requirements
A case may wait for documents, return for correction, change funding, or renew months later. The record shows what is waiting, who owns the next step, what was approved, and when follow-up is due, while still allowing an authorized person to correct a decision without erasing its history.
Main features
- Manage service applications and uploads
- Route approvals
- Coordinate setup steps
- Schedule renewal reminders
- Retain complete history
Result
Automated multi-stage handoffs that previously depended on manual follow-up.
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