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ERP / Reports & Analytics / Workflows

Reports & Analytics

Environment: Production
Security: High
Role: CEO / Executive
Process stepper
  1. 1
    Drafted
    Owner: Author • SLA: 5d
  2. 2
    Peer review
    Owner: Reviewer • SLA: 3d
  3. 3
    Compliance review
    Owner: Compliance Officer • SLA: 3d
  4. 4
    Legal sign-off
    Owner: Legal • SLA: 5d
  5. 5
    Published & acknowledged
    Owner: Comms • SLA: 10d
Pending approvals
DocumentOwnerTypeSensitivityAgedRisk
DOC-7711Acceptable Use Policy v4PolicyRestricted2d
Medium
DOC-7712Board pack — Q4ReportConfidential1d
High
DOC-7713Vendor MSA templateContractInternal5h
Low
DOC-7714ISO 27001 SoAComplianceRestricted3d
Medium
Automation rules
Auto-classify on upload (AI)
Watermark exports with user ID
Auto-renew expiring contracts notice
Block download for restricted docs off-net
Notify owner 60 days before policy expiry
Auto-archive after retention period
Prototype screen • Data is illustrative • Sub-menus, workflows, audit & settings are demo-ready