Setup, access, permissions and menu badges
Activate version 1.0.0, assign View/Create/Edit, open the Projects & Work menu and understand the outstanding badge.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand Service Journeys
Review all three journey types, case controls, six stages, client collaboration, documents and notifications.
Check the CRM requirement
Confirm the module targets CRM 3.0.*.
Activate Service Journeys
Run the installer and verify the direct Projects & Work menu and client route.
Assign Service Journeys permissions
Grant View, Create and Edit as required.
Understand View permission
View opens the register and case workspace.
Understand Create permission
Create allows new administrator applications.
Understand Edit permission
Edit controls case updates, stages, activities, tasks, messages and documents.
Understand the absence of Delete permission
The module registers no Delete capability or hard-delete controller action.
Open Service Journeys
Use the direct Projects & Work item registered by the source.
Open Service Journeys as a client
The module adds a Service Journeys item to authenticated client navigation.
Understand the red outstanding badge
The badge counts every application whose status is not completed_successfully.
Deactivate while preserving records
Deactivation removes runtime menus/hooks/assets while retaining module-owned records.
Understand uninstall behaviour
No module uninstall hook is registered; the supplied source does not define a module-owned destructive uninstall routine.
Verify after deployment
Test all type tabs, create, workflow, client view, messages, documents and cron notifications.