Six-stage managed-service workflow
Complete the six ordered stages with compliance-manager and sequence validation.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand the six-stage workflow
The workspace shows ordered stages and completion evidence.
Open the workflow panel
Select an application and locate the workflow section.
Understand stage sequence validation
Stages must be completed in order; the model rejects an out-of-sequence completion.
Understand compliance-manager validation
Stage 2 requires a valid active compliance manager.
Add a stage note
Use the optional note to explain completion evidence.
Review workflow summary
The case loads a workflow summary with completed/current stages.
Stage 1: Request Received
Confirm the application/intake exists.
Stage 2: Allocating Compliance Manager
Select an active compliance manager; this stage requires a manager.
Stage 3: Initial Consultation
Record consultation completion and note.
Stage 4: Portfolio Review
Complete the portfolio/service review.
Stage 5: Proposal
Record proposal readiness/delivery progress.
Stage 6: Onboarding & Kick-Off
Complete onboarding/kick-off after earlier stages.