Life Sciences Workflow Features

Workflow Status and Progress

A color-coded progress bar at the top of the record detail page shows each stage of the workflow. The record’s current stage is blue, and completed stages are green.

Workflow Actions

At each stage of the workflow, your permissions to create, edit, or delete records are determined by your admin’s workflow configuration and your current role or context.

The action buttons on the record detail page also depend on the current workflow stage and your context. For example, when a visit is in a Draft state, you could see the Get Signature, Submit, and Email actions. In the Submitted state, you could see only the Email action.

Checklists

On the record detail page, some Update Record actions include a checklist of the steps that are required to move the record to the next stage. Actions that have a checklist include an infobubble icon.

To see the checklist, tap or click the infobubble icon. Completed tasks show a green checkmark, while incomplete tasks icons show a red X.

Validation Rules

When you perform an action, validation rules check that your changes follow business processes and policies. A notification shows you all issues and indicates whether you need to correct an error to proceed, or if you can continue with warnings.