Workflow Guidance

Multi-step records, purchase orders, sales orders, supplier invoices, disease events, livestock acquisitions, show a guidance panel that tells you exactly where the record stands and what to do next, computed automatically from its current status.

What it shows

The panel displays a plain-language status label, a completion percentage, and a specific next action, for example, a draft Purchase Order pending internal approval shows "Pending Internal Approval" at 15% complete, with a note to contact the approver if it's been waiting more than a day. If a record is blocked on something, that blocker is called out explicitly rather than left for you to guess.

Where it appears

Workflow guidance is built into the detail pages of the records it supports: Purchase Orders, Supplier Invoices, Sales Orders, Disease Events, and Livestock Acquisitions. It reads the record's real status, it isn't a separate checklist you have to maintain.

Turning it off

Workflow guidance can be disabled organisation-wide from Settings > Workflow, for teams that prefer a leaner interface once they're familiar with the processes.