Project Registration Workflow
Last Updated: 2026-02-17 Status: Production
Overview
The Project Registration workflow allows the Work Owner (เจ้าของงาน) to register a new project, optionally route it through Purchasing (จัดซื้อ) for PO information, and then send it to the Contractor (ผู้รับเหมา) for Pre-Work Procedures acknowledgement. Once the Work Owner approves, follow-up workflows (JSA Preparation and Tool List Preparation) can be created automatically.
This is the first workflow in the Safety App ecosystem. All other workflows (JSA, Tool List, Work Permit) depend on an approved Project Registration.
Workflow Overview
Step-by-Step
Step 1: Work Owner Fills Project Info (กรอกข้อมูลโครงการ)
| Item | Details |
|---|---|
| Responsible | Work Owner (เจ้าของงาน) |
| State | Fill In Project Info (กรอกข้อมูลโครงการ) |
| Editable documents | Project Registration Form |
What the Work Owner does:
- Open "My Tasks" (งานของฉัน) and create a new "Project Registration" task
- Fill in project details: project name, contractor selection, work area, dates
- Choose next step:
- Send to Purchasing (ส่งไปจัดซื้อ) — routes to Purchasing for PO info
- Send to Contractor (ส่งไปผู้รับเหมา) — skips Purchasing (only available when PO No. already exists)
- Cancel (ยกเลิกงาน) — cancels the project
Available commands:
| Command | Thai | Icon | Result |
|---|---|---|---|
| Send to Purchasing | ส่งไปจัดซื้อ | shopping_cart | Route to Purchasing dept |
| Send to Contractor | ส่งไปผู้รับเหมา | send | Skip Purchasing, go directly to Contractor (requires PO No.) |
| Cancel | ยกเลิกงาน | block | Cancel the project |
Skip Purchasing Path
The "Send to Contractor" command is only available when the project already has a PO Number. This allows the Work Owner to bypass the Purchasing review phase entirely.
Step 2: Purchasing Fills PO Info (กรอกข้อมูลจัดซื้อ)
| Item | Details |
|---|---|
| Responsible | Purchasing (จัดซื้อ) |
| State | Fill In Purchasing Info (กรอกข้อมูลจัดซื้อ) |
| Editable documents | Project Registration Form (Purchasing section) |
What Purchasing does:
- Open the task from "My Tasks"
- Fill in PO Number, PR Number, budget, duration
- Click "Submit" (ส่งกลับ) — sends back to Work Owner for review
Available commands:
| Command | Thai | Icon | Result |
|---|---|---|---|
| Submit | ส่งกลับ | send | Send back to Work Owner for review |
Step 3: Work Owner Reviews Purchasing Info (รีวิวข้อมูลจัดซื้อ)
| Item | Details |
|---|---|
| Responsible | Work Owner (เจ้าของงาน) |
| State | Review Purchasing Info (รีวิวข้อมูลจัดซื้อ) |
| Editable documents | Project Registration Form |
What the Work Owner does:
- Review the PO information filled by Purchasing
- Choose next step:
- Send to Purchasing — send back for corrections
- Send to Contractor — approve PO info and route to Contractor
- Cancel — cancel the project
Available commands:
| Command | Thai | Icon | Result |
|---|---|---|---|
| Send to Purchasing | ส่งไปจัดซื้อ | shopping_cart | Send back to Purchasing for corrections |
| Send to Contractor | ส่งไปผู้รับเหมา | send | Route to Contractor for acknowledgement |
| Cancel | ยกเลิกงาน | block | Cancel the project |
Step 4: Contractor Acknowledges Pre-Work Procedures (รับทราบระเบียบปฏิบัติงาน)
| Item | Details |
|---|---|
| Responsible | Contractor (ผู้รับเหมา) |
| State | Acknowledge Procedures (รับทราบระเบียบปฏิบัติงาน) |
| Editable documents | Pre-Work Procedures Form |
| Reference documents (read-only) | Project Registration Form |
What the Contractor does:
- Open the task from "My Tasks"
- Review the Pre-Work Procedures document
- Sign in the Contractor signature field
- Click "Acknowledge" (รับทราบระเบียบปฏิบัติงาน) — sends to Work Owner for final review
Available commands:
| Command | Thai | Icon | Result |
|---|---|---|---|
| Acknowledge | รับทราบระเบียบปฏิบัติงาน | assignment_turned_in | Send to Work Owner for final review |
Step 5: Work Owner Reviews & Approves (รีวิวเอกสารระเบียบปฏิบัติงาน)
| Item | Details |
|---|---|
| Responsible | Work Owner (เจ้าของงาน) |
| State | Review Documents (รีวิวเอกสารระเบียบปฏิบัติงาน) |
| Documents | Both forms (read-only for review) |
What the Work Owner does:
- Review the Pre-Work Procedures acknowledgement and signature
- Choose to Approve or Cancel the project
- On approval, optionally create follow-up workflows (JSA + Tool List)
Available commands:
| Command | Thai | Icon | Result |
|---|---|---|---|
| Approve | อนุมัติ | check_circle | Approve project + optionally create follow-up workflows |
| Cancel | ยกเลิกงาน | block | Cancel the project |
Follow-Up Workflows (On Approval)
When approving a project, the confirmation dialog shows checkboxes to create follow-up workflows:
| Follow-Up Workflow | Default | Assigned To |
|---|---|---|
| JSA Preparation | Checked | Contractor Supervisor |
| Tool List Preparation | Checked | Contractor Supervisor |
Both checkboxes are checked by default. The Work Owner can uncheck either to skip creating that workflow.
Email Notifications
All States
| State | Thai Name | Description | Responsible |
|---|---|---|---|
| Fill In Project Info | กรอกข้อมูลโครงการ | Work Owner fills project details | Work Owner |
| Fill In Purchasing Info | กรอกข้อมูลจัดซื้อ | Purchasing fills PO/PR info | Purchasing |
| Review Purchasing Info | รีวิวข้อมูลจัดซื้อ | Work Owner reviews purchasing data | Work Owner |
| Acknowledge Procedures | รับทราบระเบียบปฏิบัติงาน | Contractor acknowledges work procedures | Contractor |
| Review Documents | รีวิวเอกสารระเบียบปฏิบัติงาน | Work Owner reviews documents and approves | Work Owner |
| Approved | อนุมัติ | Project approved — follow-up workflows can be created | — |
| Cancelled | ยกเลิก | Project cancelled | — |
Documents
System-Generated Documents
| Document | Description | Editable |
|---|---|---|
| Project Registration Form (แบบขอลงทะเบียนโครงการ) | Main project information form | Work Owner + Purchasing |
| Pre-Work Procedures Form (เอกสารรับทราบระเบียบปฏิบัติงาน) | Contractor acknowledgement form | Contractor + Work Owner |
Edit Permissions by State
| State | Project Registration Form | Pre-Work Procedures Form |
|---|---|---|
| Fill In Project Info | Editable (Work Owner) | — |
| Fill In Purchasing Info | Editable (Purchasing) | — |
| Review Purchasing Info | Editable (Work Owner) | — |
| Acknowledge Procedures | Read-only | Editable (Contractor) |
| Review Documents | Read-only | Editable (Work Owner) |
| Approved | Read-only | Read-only |
| Cancelled | Read-only | Read-only |
Default Document Auto-Navigation
| State | Default Document | Auto-Open For |
|---|---|---|
| Fill In Project Info | Project Registration Form | Work Owner |
| Fill In Purchasing Info | Project Registration Form | Purchasing |
| Review Purchasing Info | Project Registration Form | Work Owner |
| Acknowledge Procedures | Pre-Work Procedures Form | Contractor |
| Review Documents | Pre-Work Procedures Form | Work Owner |
| Approved / Cancelled | (none — show list) | — |
Signatures
| Position | Thai | Role | When |
|---|---|---|---|
| Contractor Signature | ลายเซ็นผู้รับเหมา | Contractor | During "Acknowledge Procedures" step |
Auto-signature: Internal users who have saved their signature in personal settings will have it filled automatically without entering a password.
Workflow Ecosystem
Project Registration is the starting point for all workflows:
Project Registration ◄── You are here
│ Approved
├──► JSA Preparation
│ │ Approved
│ └──► Work Permit Request
│
└──► Tool List Preparation
│ Approved
└──► Work Permit Request
Note: JSA and Tool List Preparation run in parallel after Project Registration approval.
Test Scenarios
Scenario 1: Full Path with Purchasing (Happy Path)
| Step | Actor | Action | Expected Result |
|---|---|---|---|
| 1 | Work Owner | Create "Project Registration" task | Project Registration Form opens |
| 2 | Work Owner | Fill project details | Data auto-saves |
| 3 | Work Owner | Click "Send to Purchasing" | Status changes, Purchasing receives task |
| 4 | Purchasing | Fill PO/PR info | Data auto-saves |
| 5 | Purchasing | Click "Submit" | Task returns to Work Owner |
| 6 | Work Owner | Review PO info → click "Send to Contractor" | Contractor receives task |
| 7 | Contractor | Review Pre-Work Procedures, sign, click "Acknowledge" | Task returns to Work Owner |
| 8 | Work Owner | Click "Approve" (with follow-up workflows checked) | Status "Approved", JSA + Tool List tasks created |
Scenario 2: Skip Purchasing Path
| Step | Actor | Action | Expected Result |
|---|---|---|---|
| 1 | Work Owner | Fill project details (including PO No.) | "Send to Contractor" button appears |
| 2 | Work Owner | Click "Send to Contractor" | Skips Purchasing, Contractor receives task |
| 3 | Contractor | Acknowledge → Work Owner Approves | Same as steps 7-8 above |
Scenario 3: Multiple Purchasing Iterations
| Step | Actor | Action | Expected Result |
|---|---|---|---|
| 1 | Work Owner | Send to Purchasing | Purchasing fills info |
| 2 | Purchasing | Submit | Returns to Work Owner |
| 3 | Work Owner | Send back to Purchasing (corrections needed) | Purchasing receives task again |
| 4 | Purchasing | Submit again | Returns to Work Owner |
| 5 | Work Owner | Send to Contractor | Continues to Step 4 of Scenario 1 |
Scenario 4: Cancel
| Step | Actor | Action | Expected Result |
|---|---|---|---|
| 1 | Work Owner | Click "Cancel" at any applicable state | Status changes to "Cancelled" |
| 2 | — | — | All documents become read-only |
Tester Checklist
Basics
- Create a new project registration task
- Fill project info (name, contractor, work area, dates)
- Auto-save works
- Role badges show correct expected role at each state
Purchasing Flow
- Send to Purchasing → Purchasing receives task
- Purchasing fills PO info → Submit returns to Work Owner
- Work Owner can send back to Purchasing for corrections
- Work Owner can send to Contractor after reviewing PO
Skip Purchasing
- "Send to Contractor" only available when PO No. is filled
- Skipping Purchasing routes directly to Contractor
Contractor Acknowledgement
- Contractor sees Pre-Work Procedures form
- Contractor can sign and acknowledge
- After acknowledgement, Work Owner sees the task
Approval & Follow-Up
- Approve shows checkboxes for JSA + Tool List creation
- Both follow-up workflows created when checked
- Unchecking prevents follow-up creation
- Follow-up tasks assigned to Contractor Supervisor
Form Permissions
- Forms are editable/locked correctly per state (see table above)
- Default document auto-opens for the correct role
Cancel
- Cancel available from Fill In Project Info, Review Purchasing, and Review Documents
- All documents become read-only after cancellation