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Process Design: don't adapt to the software, make it fit how you work
CloudotNet Process Design is a tool that lets you build, step by step and without code, when a job starts, which path it takes under which condition, who approves it, how long to wait and who is notified. Approvals, notifications and scheduled work are at its core. It works inside every CloudotNet solution, and the rules you set flow straight into your team's daily work.
Problems it solves
The software dictates its own flow
Off-the-shelf tools assume a single way of working. Here you decide the approval order, notifications and timing yourself.
Every change waits for a developer
Adding an approval step or changing a condition doesn't mean waiting on anyone. You edit the steps yourself.
Approval order depends on people
Who approves what is set up once and applied the same way every time. People may change; the process doesn't.
Reminders are done by hand
Approvers are notified automatically and pending approvals sit in one list. You put regular reminders on a schedule, so there's no more chasing people on the phone.
What's inside
- WhenStarts when a task or record is created or completed, or on a schedule
- IfSend the process down a different path by priority, amount or location
- Who approvesSingle or sequential approval; a pending approvals list and approval history
- WaitWait for a set time, then move on to the next step
- NotifyEmail and in-app notifications
- Create recordCreate a record or look up existing records within the process (with Records & Forms)
- Sub-processBuild steps you use often as a separate process and run it from other processes
Example processes
These processes are examples of what you can build with Process Design. You set up your own process by choosing the steps, and we're happy to help with the setup.
- When
When an employee fills in the leave request formWith the date range and a note
- If
If the leave is longer than 3 daysOtherwise the manager's approval is enough
- Who approves
Line manager first, then HRApproved in order
- Notify
Tell the employee the outcomeApproved or rejected
- When
When an inspection task is completedThe field team fills in the checklist on their phone
- If
If the category is “Finding”Otherwise it is only kept on record
- Who approves
The quality lead approves the findingThey decide who gets the corrective job
- Notify
Notify the managerEmail and in-app notification
- When
When a team member requests materialsWith the amount and a photo
- If
If the amount exceeds 5,000 TRYOtherwise the lead's approval is enough
- Who approves
Team lead first, then operations managerApproved in order
- Notify
Notify purchasing once approvedIf rejected, the requester is notified
Related use cases
- Keep track of the jobs that get lost in WhatsApp groups
- Turn a fault report into a work order and follow it through
- Set up multi-level approval for spending and purchasing without code
- Have checklists and inspection forms filled in on the phone
Related industries
- Facility Management
- Maintenance & Repair
- Construction
- Energy & Solar
- Telecom Field Ops
- Hospital Operations
- Health & Safety
- Quality Management
Other solutions: Task & Field Management, Records & Forms Higher plan · All solutions →
Frequently asked questions
Do I need software skills to design a process?
No. A process is built by choosing the steps “when does it start, under which condition, who approves, how long to wait, who is notified”. No code is written.
Which solutions does Process Design work in?
All of them. Today it works on your tasks and your own records, and the solutions on our roadmap, such as requests, inventory, purchasing and staff, will use the same process design.
Can I change a process after setting it up?
Yes. As the way you work changes, you can edit steps, conditions and approvers at any time.
How are notifications sent?
Notifications go out by email and as in-app notifications. SMS notifications are on our roadmap.
Can I use the example processes?
The examples on this page, such as leave requests, inspection findings and spend approvals, show what you can build with Process Design. You set up your own process by choosing the steps, and we're happy to help with the setup.
Got a question? Let's talk directly.
Tell us about your work and we'll walk you through the right setup on screen. Or just give us a call.
Prefer to try it yourself? Create a free account →
