Workflows

Overview

As part of the Functional Architecture, the Workflows section describes the workflow module in OpenCRVS — how records move through the system and how users interact with them at each step.

It is organised into the following modules:

• Administrative Structure —

• Users — describes how user roles, scopes, and jurisdictions determine who can see which records and perform which actions in a workflow.

• Jurisdictions

• Actions — explains the building blocks of workflows: the actions users can take on a record (for example, Notify, Declare, Register, Correct), how actions change status and flags, and how custom actions are configured.

• Workqueues — covers how records are surfaced to users as work items, using filters, assignment, and queue configuration to support day-to-day operations (review, validation, approval, certification).

• Offline working — describes how users can continue workflow steps when offline, including assignment, Outbox behaviour, and how offline actions are synchronised and audited.

• Deduplication — explains how OpenCRVS detects and manages potential duplicate records, and how review actions (Mark as duplicate / Mark not duplicate) fit into the overall record workflow.

• Comms — describes how communications (SMS, email) are triggered from actions in the workflow, for example sending notifications to informants when a record is registered, rejected, or requires correction.

These modules together show how to translate country business rules into concrete, action-driven workflows in OpenCRVS.