Shared Concepts

End-to-End Workflow Guide

This guide shows how each surface works together in a full operational cycle.

Workflow lifecycle

  1. Admin configures billing, clients, sites, templates, and workflows.
  2. Tasks are assigned to client/field users.
  3. Portal and mobile users complete tasks and create submissions.
  4. Admin reviews submissions and exports reports.
  5. Teams monitor notifications and iterate.

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Who uses what

  • app.riskapp.co.uk: admin setup, billing, governance, review.
  • portal.riskapp.co.uk: daily task execution and reporting visibility.
  • iOS/Android apps: field capture and offline completion.
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Role and Permission Model