====== Workflow Management ======

The Workflow Management suite lets administrators design, run, and monitor multi-step processes inside LEAST without writing code. Workflows are built visually in the Workflow Designer and executed as Workflow Instances with a full audit trail.

===== Navigation =====

All workflow tools are accessed from the **Workflows** button in the left nav (admin accounts only):

^ Link ^ Purpose ^
| Workflow Monitor | Live view of all running and completed instances |
| Workflow Designer | Build and manage workflow templates |
| SLA Dashboard | SLA timers and breach reports |
| Team Queue | All tasks across your organisation |
| Task Inbox | Your personal assigned tasks |
| Route Config | Auto-assignment rules per collection |
| Skills | Skill taxonomy for routing |
| Delegation | Delegation windows (cover periods) |
| Decision Tables | Condition/action routing tables |
| Analytics | Process analytics and bottleneck reports |
| Webhooks | Outbound event notifications |
| Template Library | Shared workflow templates across associations |

===== Part 1 - The Workflow Designer =====

Go to **Workflows ? Workflow Designer**. The list shows all templates for your association with name, version, status (Draft / Published / Archived), and action buttons.

Click **Create Workflow** to start a new template. The canvas editor opens immediately.

==== Node Types ====

^ Node ^ Colour ^ Purpose ^
| **Start** | Green | Entry point - every workflow needs exactly one |
| **Step** | Blue | Human task - someone must complete this to advance |
| **Decision** | Yellow | Branches the workflow based on a condition |
| **Service** | Orange | Automated action (email, sub-workflow, assignment) |
| **Assign** | Purple | Routes to a specific person or role |
| **Checklist** | Teal | Multi-item verification step |
| **Timer** | Grey | Pauses the workflow for N minutes then advances automatically |
| **Fork** | Pink | Parallel split - all branches run simultaneously |
| **Join** | Pink | Parallel join - waits for all incoming branches |
| **End** | Red | Exit point |

==== Canvas Actions ====

  * Drag nodes from the palette onto the canvas
  * Click a node to select it and edit its label and config in the side panel
  * Drag from a node's connector point to another node to create an edge
  * Click an edge to add a condition label (required for Decision branches)
  * **Save** - auto-saves on every canvas change; status shown in the toolbar
  * **Deploy to Collection** - compiles the workflow for live use
  * **Export JSON / Export BPMN** - download the template definition
  * **Simulate** - step through the workflow before deploying (see below)
  * **New Version** - archive current version and create an editable draft
  * **Clone** - duplicate the template under a new name

==== Workflow Simulation ====

Click **Simulate** on the canvas editor toolbar to step through the workflow without deploying it:

  - The canvas locks (editing disabled)
  - A status bar shows the active node name and type
  - Click **Advance to next step** to move forward
  - At Decision/Fork nodes, a prompt asks which branch to take
  - Visited nodes are highlighted as a trail
  - The End node shows "Simulation complete"
  - Click **Exit Simulation** to return to the editor

===== Part 2 - BPMN Interoperability =====

==== Export as BPMN 2.0 ====

Click **Export BPMN** on any template row (or on the canvas editor toolbar) to download a valid BPMN 2.0 XML file. The file includes Diagram Interchange (DI) position data and opens correctly in Camunda, Bizagi, draw.io, and other BPMN tools.

==== Import from BPMN ====

On the designer list page, find **Import Workflow from BPMN**. Upload a ''.bpmn'' or ''.xml'' file (up to 2 MB). Unsupported BPMN elements are skipped with a warning count shown in the success banner. Every import is logged in ''BPMNImportLog''.

==== AI Workflow Generator ====

On the designer list page, find **AI Workflow Generator**. Type a plain-English description of your process and click **Generate Workflow from AI**. LEAST calls Claude Sonnet and creates a Draft template with 4-10 nodes. You are redirected to the canvas editor to review and adjust.

Requires ''ANTHROPIC_API_KEY'' configured on the server.

===== Part 3 - Running Instances =====

Go to **Workflows ? Workflow Monitor**. Click **Start Instance** and select a Published template. Enter a case title and click Start.

Each instance detail page shows the current step card, checklist items (if configured), parallel branch status, and the full Activity Feed. Use **Save and Complete Step** to advance the workflow.

Admins can Pause, Resume, Cancel, or Restart Step on any active instance.

===== Part 4 - SLA Dashboard =====

SLA policies define time limits for workflow steps. Go to **SLA Policies** to create policies with warning and breach thresholds. The SLA Dashboard shows which instances are On Track, At Risk, or Breached.

===== Part 5 - Routing and Skills =====

The routing engine auto-assigns Step/Assign nodes based on skills, round-robin, or direct assignment. Configure rules at **Route Config**. Manage the skill taxonomy at **Skills**. Set up delegation windows at **Delegation**.

===== Part 6 - Decision Tables =====

Create rule grids at **Decision Tables** that map input conditions to output branch labels. Reference a table from a Decision node config: ''{"table_ref":"your-dt-ref"}''. Rules are evaluated first-match-wins.

===== Part 7 - Webhooks =====

Register webhook URLs per template at **Workflows ? Webhooks**. Payloads are signed with HMAC-SHA256 (''X-WF-Signature'' header). Supported events: ''instance_started'', ''step_completed'', ''instance_completed'', ''instance_paused'', ''instance_resumed'', ''instance_cancelled'', ''comment_added''.

===== Part 8 - Template Library =====

Publish your workflow to **Template Library** for other associations to use. Browse and copy shared templates via one-click import.

===== Migrations =====

^ Migration ^ Features unlocked ^
| K51 | Task Inbox, Team Queue |
| K54 | SLA Dashboard, SLA Policies |
| K55 | Workflow Designer, Templates |
| K56 | Workflow Instances, Fork/Join |
| K57 | Workflow Monitor, Pause/Resume |
| K58 | Route Config, Skills, Delegation |
| K59 | Checklists, Subtasks, Case title/status |
| K61 | Decision Tables |
| K62 | Workflow Versioning, Clone |
| K63 | Webhooks |
| K64 | Template Library |
| K92 | BPMN export/import, BPMNImportLog |
| K93 | Timer node (WorkflowInstanceEvent table) |