Display success message
Confirm the run is complete.
- Add custom completion text and next steps.
- Use it for quick confirmations and simple handovers.
- Keep low-risk workflows short.
Redirect to link
Hand off to the next system.
- Open an external URL after the workflow runs.
- Link to training, tickets, or internal tools.
- Keep a record before the handoff happens.
Complete a form
Collect structured field input.
- Create checklists, handovers, and inspections.
- Tie responses to the run and submitter.
- Reuse forms across sites and workflows.
Display file(s)
Put the right files in front of users.
- Upload documents once and reuse them across workflows.
- Keep files private to your organisation.
- Show only the files attached to that step.
Acknowledgements
Capture document sign-off you can audit.
- Users must open each assigned file before the acknowledgement checkbox unlocks.
- Record acceptance against the exact document version shown.
- Save a draft mid-review, then submit when every file is acknowledged.
Run records and export
Find and export audit-ready records.
- Track who started the run and what they completed.
- Filter by workflow, date, and outcome.
- Export records for audits and handovers.
Example: equipment handover on site
A supervisor scans the QR on the handover bay. They open the safety briefing files, complete a short checklist, and acknowledge each document. You get a timestamped record of who did it and what they completed.
- 1) Build the workflow: Create a workflow with a QR trigger, a site geofence, a file acknowledgement step, and a short form.
- 2) Place the QR: Print the QR and stick it at the handover point, or send the direct link in an operational message.
- 3) Field user scans and completes: The field user opens each required file, acknowledges them, follows the remaining steps, and finishes in minutes.
- 4) You get the record: The run shows who scanned, when, and what evidence they provided — ready to export when you need it.