🔄 Configuration of Phases and Requests in Trackline

Create, edit, and delete phases
In Trackline, within the Code Contract platform, phases and steps allow you to structure and organize the process clearly and efficiently, defining what must be done at each stage and who is responsible.

What is a phase?
A phase is a stage within the process that groups one or more requests or actions.
Phases help organize the workflow and control when and how information is requested.

What is a request?
A request is a specific action within a phase, such as completing a form, uploading a file, or both.

How to add phases and steps

1. Access templates
   From the Processes section, select the template you want to configure.
2. Navigate to the phases section
   Inside the template, open the section where phases are managed (Step 1).
3. Add or edit phases
   Create new phases according to the complexity and needs of the process.
   Modify existing phases to adjust timing or content.
4. Configure steps within each phase
   Click "Next"; in Step 3, you can define the requests to be made in each phase.
   Add document steps, text fields, or documents with text fields to be filled in.
5. Assign roles and responsibilities for each step
   In the next step, you can select the participants and their roles for each phase and request.
   Mark the request to which you want to add participants.
   Assign the role (sender, receiver, validator).
   Add the corresponding contact(s).
6. Save and review the configuration