Stored data, audit continuity and security
Understand installed tables, ownership, permanent history, deactivation preservation and privacy controls.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand installed Service Journeys tables
Applications, answers, activities, tasks, messages, documents, workflow stages and notification logs store the workflow.
Understand structured intake answers
Type-specific intake values are stored separately from the application.
Understand permanent activity history
Status, workflow and user actions add history rather than replacing all prior evidence.
Understand customer/contact ownership
Client endpoints filter by the signed-in customer and visible flags.
Protect internal notes
Internal notes must not be copied to client-visible activities/messages.
Protect personal data
Contact details, messages and documents require least privilege and retention governance.
Preserve audit continuity on deactivation
Module records remain when disabled.
Understand record-retention limitation
No user-facing delete/hard-delete workflow is supplied.
Understand public page indexing
Public form/success views include noindex,nofollow metadata.
Audit a complete journey
Review source, answers, workflow, activities, tasks, messages, documents and notification logs.