Build and publish workflows

A workflow is a checklist your team runs in the field, one step at a time. This guide covers the library, the builder, publishing, and the QR code that starts a run.

Find a workflow to start from

Open Workflows in the sidebar. There are two tabs.

• Team Library holds your own checklists, with their status, step count, run count, and location.
• StringBean Library holds ready-made checklists we have checked over. Picking one gives you a copy you can edit. Your team sees nothing until you publish.

You can also start empty with New workflow. Or describe the job in plain words on the Generate page. StringBean writes the first draft for you.

Build the steps

The builder is a canvas of connected steps. Pick from the palette:

• Instruction shows text, then moves on.
• Confirm asset checks that the right QR code was scanned.
• Text and Number collect typed answers.
• Measurement collects a reading with a unit and safe limits. A reading outside its limits opens a deficiency ticket on its own.
• Yes / No asks a simple question.
• Choice offers a set list of options, one or many.
• Capture collects a photo, signature, video, or file.
• Branch sends the run down a different path based on earlier answers.
• Compute works out a value from earlier answers.
• Notify tells a person or a role mid-run, then moves on.
• Subworkflow runs another workflow inside this one.
• Complete ends the run.

Mark any step as required so workers cannot skip it.

Publish it to your team

Your team keeps using the published checklist while you edit. They see your changes when you publish.

When you publish, StringBean checks the whole workflow first. A broken branch or a dead end never reaches a worker. Publishing puts your changes live and files the old steps away.

What you published never changes afterward. Each run records exactly the steps it followed, which is what makes your records worth trusting. To change a live checklist, edit it and publish again. The workflow page keeps the full history.

Only managers and above can edit and publish. Everyone else can read the library.

Start a run with the launch QR

Once a workflow is published, its page shows a launch QR. Scan it with any phone camera. StringBean opens on the phone and checks the worker in with GPS. It runs the steps, then checks the worker out at the end.

From the workflow page you can save the QR as an image or print it as a ready-made label. You can also copy the link to share. The code points at the workflow itself, so it always starts what you have published today. You never need to reprint after a change.

Post it where the work happens: the boiler room door, the roof access, the lobby desk. Anyone who scans it still signs in first. The code does not let strangers in.