Documentation
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Workflow Documentation

Patterns for documenting end-to-end ERP workflows with role context and outcome clarity.

workflows
tutorials

Workflow anatomy

Effective workflow pages identify the triggering event, acting roles, key decision points, downstream systems, and measurable outcomes.

Required elements

  • Business context and pain point
  • Step-by-step flow with role ownership
  • Screenshots or video placeholders
  • Exceptions and approvals
  • KPI and release impact notes