Heratio Help Center article. Category: Admin & Settings.
Approval Workflow
User Guide
Manage configurable approval workflows for archival submissions with role-based review, task claiming, and email notifications.
Overview
Key Features
How It Works
Workflow Process Flow
How to Access
Main Navigation
Dashboard
Your Workflow Dashboard
Working with Tasks
Step 1: View Available Tasks (Task Pool)
Go to Workflow → Task Pool
Step 2: Claim a Task
Click [Claim Task] to assign the task to yourself.
Step 3: Review the Record
After claiming, click [Review] to open the review interface:
Step 4: Make Your Decision
Decision
What Happens
Approve
Task moves to the next workflow step
Reject
Workflow ends, submitter is notified
Return
Task goes back to submitter for corrections
Task Statuses
Email Notifications
Notification Types
Administration
Creating a Workflow
Go to Workflow → Admin → New Workflow
Adding Workflow Steps
Step Configuration
Workflow History
View Task History
CLI Commands
Process Workflow Tasks
# Process pending tasks (claim -> in_progress; escalate overdue)
php artisan ahg:workflow-process
# Only escalate overdue tasks
php artisan ahg:workflow-process --escalate
# Preview what would happen without writing
php artisan ahg:workflow-process --dry-run
# Notify assignees of tasks past their due date
php artisan workflow:notify-overdue
View Workflow Status
# Show summary statistics (counts by status, breaches)
php artisan ahg:workflow-status
# Include queue statistics
php artisan ahg:workflow-status --queues
# Output as JSON
php artisan ahg:workflow-status --format=json
# Detect SLA breaches (open tasks past their deadline)
php artisan ahg:workflow-sla-check
Best Practices
For Reviewers
For Administrators
Troubleshooting
Issue
Solution
Tasks not appearing
Check your user role matches the step's required role
No email notifications
Verify SMTP settings in Heratio configuration
Can't claim task
Another user may have claimed it - refresh the page
