How it works
From evidence to reviewed action.
One connected workflow: capture what happened, understand what matters, and give the team a clear point to review.
The operating sequence
Four stages. No lost context.
Follow one illustrative staffing decision. Select a stage to see what comes in, who owns it, and what moves forward.
Stage 01 / Capture
Keep the source with the signal.
Bring candidate, role, communication, and credential activity into the workspace. The source travels with the evidence, so the team knows where to look next.
- Comes in
- Records and interactions
- Moves forward
- Evidence with source context
- Ownership
- The team responsible for the source
Illustrative workflowSample data
Candidate recordCritical care experienceATS
Recruiter conversationAvailability discussedEmail
Credential recordCurrent status needs reviewDocument
One evidence set
Source context retainedCandidate A · ICU role
Across every stage
The rules travel with the work.
Roles, evidence access, workspace boundaries, and approval responsibility are defined during pilot scoping, before a workflow is connected.
Role-aware access
Define who can see the evidence and who may move the work.
Agency boundaries
Scope the workflow to the relevant workspace and operating team.
Approval ownership
Make the person responsible for the decision visible.
Reviewable history
Keep the context needed to understand what changed and why.
When work needs a pause
Make the exception visible.
A missing record or declined action is part of the workflow—not a reason to lose the trail. These handling expectations are confirmed during implementation.
Identify the issueRoute to an ownerRecord the resolution
Incomplete input
Hold the recommendation, identify the missing evidence, and route the work for completion or review.
Back to the evidence ownerConflicting context
Surface the disagreement to the responsible person. A conflicting signal should not become a confident answer.
To the designated reviewerIntegration interruption
Distinguish the last known state from current data. Agree the recovery path and responsibilities during implementation.
Through the agreed recovery processAction declined
Preserve the reviewer’s decision and its supporting evidence as part of the workflow record.
Into the operating historyMap it to your agency
Start with one real workflow.
Bring the handoffs, the systems, and the exception that makes it difficult. We’ll define a useful next step together.