Workflows

A workflow in SecurityTrax is a multi-step process your company has defined — an onboarding checklist, a sequence of outreach steps, a compliance procedure, a seasonal upsell campaign — that tracks a customer's progress through a fixed set of stages. An enrollment is one customer's journey through one workflow. A single customer can be enrolled in several different workflows at once.

Requires. Customer Workflows with View on the customer's location. Starting a workflow requires Customer Workflows with Create on the customer's location.

Getting here

Click the Workflows tab in the customer's header tab bar.
The tab shows a count badge if this customer is enrolled in at least one workflow.
A red dot appears on the tab if any of the enrollments has an active warning.
URL: https://portal.securitytrax.com/{your-company}/customers/{id}/customer-workflows.

The enrollments list

The list shows every workflow enrollment for this customer, ordered by status.

Column	What it shows
ID	The workflow enrollment ID.
Name	The workflow name. Click it to open the enrollment.
Status	The enrollment status, such as Pending, In Progress, Completed, or Failed.

Click the workflow name to open its detail page.

The enrollment detail page

The detail page shows one enrollment in depth:

Header with the workflow name, progress count, language selector when the workflow has more than one language, and current status.
Step cards — every step in the workflow, in order. Single-page workflows show all steps together with Expand All and Collapse All controls. Stepped workflows show one step at a time with Prev and Next navigation.
Step content — instructions or script text configured by your admin. Dynamic fields, such as customer name, are filled in from the customer record.
Step body — the selected step type's fields or list, such as confirming contact details, reviewing equipment, reviewing appointments, or reviewing emergency contacts.
Action buttons — actions depend on the step's completion strategy. A step may ask you to mark it passed or failed, acknowledge and continue, or complete automatically after its requirements are met.

What's actually on the screen depends on the workflow — different companies define different step types. Your admin will have set up workflows that align with how your business runs.

Starting a customer workflow

You can start available customer workflows from this page.

Click New Workflow.
Review the workflows listed in Manage Workflows.
If the workflow supports multiple languages, choose the language before starting it.
Click Start.

SecurityTrax creates the enrollment and opens the workflow immediately. If the customer is already enrolled in a listed workflow, the action changes to Open so you can jump to the existing enrollment instead of starting another copy.

If you can view workflows but cannot create them, SecurityTrax hides New Workflow. You can still open existing enrollments from the list.

If a workflow you expect is not listed, ask your admin to confirm that the customer workflow is active.

What a workflow actually does

Workflows can:

Show instructions or scripts with live customer fields filled in.
Ask users to confirm customer details, such as name, address, email, phone, contract term, or activation fee.
Show customer-related lists, such as equipment, appointments, or emergency contacts.
Require human confirmation before continuing, using a pass/fail or acknowledge-only action.
Complete automatically when the selected step type's requirements are met.

SecurityTrax marks the full workflow complete automatically after every step is complete. Optional steps do not block movement through the workflow, but they still must be completed before the full workflow auto-completes.

The specific behavior depends on the workflow definition. If you're curious what a specific workflow does end-to-end, ask your admin.