Case Workflow Template — Kaayaka Templates

What's included

Stage Sequence Builder

Define the exact order of investigation stages — intake, assignment, investigation, findings, resolution, closure. Each stage has required fields, documentation gates, and transition rules.

Approval Gates

Require supervisor sign-off before a case advances past critical stages. Approval requests route to the designated reviewer with deadline and escalation rules.

Deadline Rules Engine

Set regulatory and internal deadlines per stage — EEOC response windows, OSHA abatement periods, internal SLA targets. Deadlines trigger escalation alerts before breach.

Escalation Paths

Define who gets notified when a case stalls, a deadline approaches, or an approval request goes unanswered. Multi-level escalation from investigator to supervisor to director.

Workflow Versioning

Track changes to workflow definitions over time. When a regulator asks which process version was in effect during a specific investigation, the answer is in the version log.

What makes this different

Purpose-built for regulated workflows — not adapted from a generic form.

Your compliance lead builds the workflow — no developer ticket: Stage sequences, approval gates, and deadline rules are configured through the admin panel. No code, no IT queue, no three-week wait for a workflow change.
Workflow versioning proves process consistency: Every workflow change is versioned with timestamps. When a regulator asks whether a specific investigation followed the current or previous process, you have the answer.
One workflow engine across eight regulated industries: The same stage-and-gate architecture handles HR investigations, civil rights complaints, government inquiries, legal matters, healthcare incidents, banking cases, insurance investigations, and manufacturing safety cases.