Workflow patterns
These patterns show up in most operational systems. Recognizing them helps design clear steps without over-complicating the UI.
Plan -> Execute -> Confirm
These patterns show up in most operational systems. Recognizing them helps design clear steps without over-complicating the UI.
- Plan the work and assign ownership.
- Execute with checklists, time, and notes.
- Confirm completion and capture proof.
Request -> Approve -> Deliver
- Someone requests a change or purchase.
- A manager approves or rejects.
- The work is delivered and recorded.
Quote -> Do -> Invoice
- Estimate or quote the work.
- Deliver the service or product.
- Invoice based on approved work.
Schedule -> Track -> Pay
- Create shifts or schedules.
- Track actual time and exceptions.
- Pay or bill based on approved time.
Inspect -> Fix -> Report
- Perform an inspection or audit.
- Fix issues and capture evidence.
- Report status for compliance or billing.
How Fleksi.io fits
Fleksi.io uses these patterns to keep the UI simple while still capturing the data needed for finance, reporting, and audit trails.