Workflow Ecosystem
Last Updated: 2026-02-17
This page provides a bird's-eye view of how all 5 workflows in the Safety App relate to each other.
Dependency Flowchart
Key:
- Blue — Entry point (Project Registration must be completed first)
- Green — Parallel workflows (JSA + Tool List run simultaneously after PR approval)
- Orange — Requires all prerequisites (approved PR + JSA + Tool List)
- Purple — Independent (no project dependency)
Prerequisite Matrix
| Workflow | Requires PR | Requires JSA | Requires Tool List | Independent |
|---|---|---|---|---|
| Project Registration | — | — | — | Yes |
| JSA Preparation | Yes | — | — | — |
| Tool List Preparation | Yes | — | — | — |
| Work Permit Request | Yes | Yes | Yes | — |
| Training Enrollment | — | — | — | Yes |
Role Participation Matrix
| Role | PR | JSA | Tool List | Work Permit | Training |
|---|---|---|---|---|---|
| Work Owner (WO) | Creates + Reviews + Approves | Co-reviews + Approves | Reviews + Approves | — | — |
| Purchasing | Fills PO info | — | — | — | — |
| Contractor | Acknowledges procedures | Prepares JSA forms | Prepares tool list | Fills permit form | Submits worker list |
| Safety Officer (SO) | — | Co-reviews + Approves | — | Reviews + Approves/Rejects | Reviews + Approves/Rejects |
| Workspace Area Owner | — | — | — | (Future phase) | — |
Workflow Summary
| Workflow | States | Review Type | Follow-Up Creation | Duplicate Prevention |
|---|---|---|---|---|
| Project Registration | 5 active + 2 terminal | Sequential (WO reviews each step) | Yes (JSA + Tool List on approval) | No |
| JSA Preparation | 2 active + 2 terminal | Co-review (WO and SO both must approve) | No | One active per project |
| Tool List Preparation | 2 active + 2 terminal | Single reviewer (WO) | No | No |
| Work Permit Request | 2 active + 3 terminal | Single reviewer (SO) | No | No |
| Training Enrollment | 2 active + 3 terminal | Single reviewer (SO) with partial approval | No | One active per contractor |
Email Notification Summary
All workflows send mandatory email notifications on key state transitions:
| Workflow | On Approval | On Rejection | On Cancellation |
|---|---|---|---|
| Project Registration | Contractor notified | — | Contractor notified |
| JSA Preparation | Contractor notified | — | Contractor notified |
| Tool List Preparation | Contractor notified | — | Contractor notified |
| Work Permit Request | Contractor notified | Contractor notified | Contractor notified |
| Training Enrollment | Contractor notified | Contractor notified | Contractor notified |
Additionally, inbox notifications and task assignment emails are sent on every state transition.
Status Color Convention
Throughout the workflow diagrams, states use the following color convention:
| Color | Meaning | Example |
|---|---|---|
| 🔴 Red | New / awaiting action | Task just created, needs first input |
| 🟠 Orange | In progress / under review | Reviewer is evaluating the submission |
| ⚪ Gray | Terminal state | Approved, Rejected, or Cancelled |
| 📧 Envelope | Email notification sent | Transition triggers email to assignee |
Typical Project Lifecycle
A complete project goes through workflows in this order:
Training Enrollment runs independently and can happen at any time — before, during, or after the project lifecycle.