Workflow Setup
Decide who reviews membership applications at each step and where each decision sends the application.
View only. Admin or Management can change the workflow.
This flow is live: it controls the Approve, Revise and Reject buttons on the Applications page and the dashboard queue. Changes apply straight away.
- Member applies Fills in the form and pays the membership fee
-
Applications waiting here
None chosenReviewed by
NobodyDecisions
- moves the application to No destination
- Active member Member ID issued and membership starts
No review stages are set up. Run python manage.py seed_workflow to create the default flow.
Reference labels and colours for each status. The Applications page and member screens still use their own status names, so edits here don't change what staff or members see yet.
No statuses for this scope yet.
| Preview | Member sees | Code | Flags | Active | Actions |
|---|---|---|---|---|---|
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Starting
Final
System
Hidden from members
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Not used by the approval flow
Transition and notification rules were an earlier way to describe the workflow. The live flow now comes from the stages on the Approval flow tab, and emails to members and staff are sent from Email templates.
- Saved transitions
- Saved notification rules
These saved records have no effect. They are kept so nothing is lost.
Go to Email templatesDelete status
Delete ? This can't be undone.