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WPCS

Create and review a workflow in WPCS

Requires: An active PTS workspace with staff already added.

  1. 1

    Create the task template

    Name the task, set its frequency, and decide whether proof of execution is required.

  2. 2

    Assign a responsible role

    Assign by role or location so the task automatically reaches whoever is on shift.

  3. 3

    Set the notification

    Choose when staff are notified so tasks aren't discovered late in the shift.

  4. 4

    Review submissions

    Approve completed tasks or send them back for correction with a short note.

Expected result

A task with a clear owner, a completion record, and a review history.

Common issues

A task shows as unassigned.

Confirm the role or location used in the assignment still has active staff attached to it.

Last updated January 15, 2026

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