Book a demo with one of our product specialists today to find out more about configurability and customisability in Protecht ERM:
Product tour contents
Enable states to track entry progress
- Define states to represent different stages of a register entry (e.g., Draft, Under Investigation, Closed).
- Assign an initial state where all entries begin and optional final states to lock completed entries.
- Ensure final states prevent further editing while keeping them visible for reporting.
Set up transitions for structured workflows
- Create transitions to move entries between states using action buttons.
- Name each transition clearly to reflect what happens when clicked (e.g., "Submit for Review," "Approve," "Reject").
- Organize transitions in a logical order for seamless navigation.
Control access with permissions
- Assign role-based permissions to ensure only the right users can perform specific transitions.
- Grant access directly within the States tab or configure it through the Roles and Permissions module.
- Use conditional rules to restrict transitions based on specific criteria.
Enhance usability with automated messages and overdue tracking
- Add popup messages to provide instructions or confirmations when users transition an entry.
- Enable overdue processing for final states to track unresolved entries.
Test and validate transitions in action
- Open an entry in the register to see the state displayed at the top.
- Click a transition button to move the entry to the next stage.
- Ensure transitions work correctly, reflecting the intended workflow.
