SOP Library

How to Move a Case Through Workflow

Rules for advancing, pausing, and reopening cases across the seven stages.

Workflow Management

Steps

10 steps

Estimated time

7 minutes

Owner

Operations

Last updated

Aug 15, 2026

Step 1 of 1010%

Step 01

Confirm exit criteria

Each stage has written exit criteria. Read them before moving a card on the board.

Common Mistakes

  • Advancing a stage with blocking tasks still open.
  • Leaving a stale due date after a delay.
  • Reopening a case straight into intake, which distorts reporting.

All steps

Quality Checklist

  • Exit criteria met
  • No blocking tasks
  • Next action rewritten
  • Due date current
  • Transition logged

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