The challenge
Approval routes differ by client, project and record type, and change after every organisational shift. Hard-coded workflows need software releases, and approvals stall when nobody knows who is waiting on whom.
Platform & governance Available
Workflow & Automation Engine
Configure approvals, authority, SLAs and escalation for every record — without code.
Every record in Green Codes Pro moves through a workflow the client configures: steps, approvers drawn from the project organization chart, signatures, service levels, escalation and delegation. My Tasks brings every pending action from every module into one inbox.
Capability map
23 capabilities- Workflow13
- Reporting2
- Integration2
- Governance6
7 workflow stagesAI-assistedMobile & field
Overview
Why Workflow & Automation Engine matters
How Green Codes Pro helps
A visual designer lets administrators define steps, conditions, approval modes and who acts, validate and simulate the result, and publish a new version without disturbing records already in progress. SLA timers, escalation ladders, delegation and separation of duties are enforced by the engine, and every decision is kept in an append-only history.
How it works
From first entry to closure
The 7 stages a record moves through, from the first entry to a verified close.
- 01
Stage 1
Design the workflow
- 02
Stage 2
Validate and simulate
- 03
Stage 3
Publish a version
- 04
Stage 4
Tasks assigned
- 05
Stage 5
Approve, return or reject
- 06
Stage 6
SLA and escalation
- 07
Stage 7
Audit history
Interactive demonstration
One connected HSE ecosystem
Records flow between modules: an observation raises an action, an incident triggers an investigation, a change updates the risk register.
One connected HSE ecosystem
Illustrative demonstration with sample data.
Select a module to see its connections
Select a module to see its connections
Capabilities
What you can do
23 documented capabilities, each verified against the product.
23 capabilities
- Workflow
Visual workflow designer
Drag, connect and configure steps on a canvas with a validation panel, documentation and saved test cases.
- Workflow
Workflow simulation
Dry-run a sample record through a workflow before publishing it.
- Governance
Versioning without disruption
Draft, published, superseded and archived versions; a running record stays on the version it started with, and versions can be compared.
- Workflow
Tasks, approvals, automated steps and parallel branches
Task, approval, system decision, automated action, wait and sub-workflow steps, with parallel branches joined on all, any or a quorum.
- Workflow
Approval modes
Any, all, sequential, quorum or percentage approval on a step; a single rejection always decides.
- Workflow
Conditional routing
Nested AND/OR conditions on record fields, form answers, step results and dates decide which path a record takes.
- Workflow
Approvers from the organization chart
Assign by role, permission, project role, company party, organization ladder bottom to top, manager, record owner or shared queue, with round-robin or least-loaded strategies.
- Governance
Approval Matrix
See who approves what across record types and workflows in one matrix.
- Workflow
Form designer
Versioned forms with sections, many field types, show/hide/require rules, computed fields and section ownership by step.
AI-assisted
Intelligence built in
A designer copilot drafts workflows and forms for an administrator to review and publish. An AI step can only suggest: the validator refuses an AI step that routes directly to approval or rejection, and a human step always follows.
AI suggestions support qualified people — they never replace professional review, and every decision stays with your team.
AI across the platform →Mobile & field
In the field
My Tasks and workflow actions work on phones, with a bottom action bar and an approval sheet for comments, photos, files and signatures.
Business advantages
What changes for your organization
Approval routes that match each client's authority matrix and project organization.
Changes to workflows without software releases, with versioning and simulation.
Overdue approvals escalate automatically by a ladder the client defines.
Separation of duties and delegation rules applied consistently.
One inbox for every task across modules, on desktop and phone.
Bottlenecks and workload visible in workflow analytics.
Who benefits
- HSE directors
- Operations directors
- Project directors
- Digital transformation leaders
- Site supervisors
Workflow & Automation Engine
See it working with your own processes
Book a live demo with a product specialist, or request a quotation tailored to your users, projects and sites.