Work EngineRoots Solutions

Work Engine

IItem Discrepancy Notice7 PPayment problem9 AApplication defect9 OOrder change7

DDaily Supplier Recommendations Release7 PPO Release7 RRefund request9 AAccess request8 PPurchase request7 CCustomer order delivery6

RReceiving Analysis7 CContent update9 EEngineering change9 DDesign review10

DDocument control18

DDocument control request18

Human Interventions16212

IInitiation Interventions0

DDispatching Interventions200

DDaily supplier recommendation approval7 AAccess approval7 RRefund approval7 PPurchase approval6 MManual approval6 LLive timeout6 AAutomatic approval6 AAutomatic rejection6 –Without a model12

DDaily supplier recommendation review7 DDaily supplier recommendation exception review7 PPurchase order review7 RReceiving analysis review7 IItem discrepancy review7 RRefund review7 LLayout check13 OOverdue review6

DDefect reproduction13 PPaused work6 EExpired task6

PPurchase order release7

IInformation request13

CCustomer information request13

KKnown issue check7

AApproach confirmation11 DDesign opinion13

IInitiative Interventions12

CCancel ongoing work3

AAsk about progress3

FFollow up outstanding work3

RRequest a work change3

AAI Agent Flows48

TTriage flows12

SSupport triage orchestration6 TTicket priority triage6

AAssistant flows12

RRefund routing assistant6 WWarranty claim assistant6

AAutomation flows12

OOperations handoff6 OOrder exception handling6

RReview flows12

LLarge refund decision review6 CCredit limit decision review6

Service Integration Engine390

EExplain refund decision · OpenAI13 EExtract document fields · OpenAI13 AAssess content suitability · OpenAI13 EExplain refund decision · AI document service13 EExtract document fields · AI document service13 AAssess content suitability · AI document service13

CCommunication channels78

SSend confirmation · Gmail13 SSend action reminder · Gmail13 GGet delivery outcome · Gmail13 SSend confirmation · SMS channel13 SSend action reminder · SMS channel13 GGet delivery outcome · SMS channel13

PPublish approved order · Business records13 SSynchronize customer record · Business records13 PPublish case summary · Business records13 PPublish approved order · Document publishing13 SSynchronize customer record · Document publishing13 PPublish case summary · Document publishing13

LLook up exchange rate · Exchange rates13 GGet current information · Exchange rates13 RRetrieve historical information · Exchange rates13 GGet current weather · Weather service13 GGet weather forecast · Weather service13 GGet weather alerts · Weather service13

PPayment gateways78

CCreate refund · Payment gateway13 GGet transaction status · Payment gateway13 RReconcile payment outcome · Payment gateway13 CCreate refund · Refund gateway13 GGet transaction status · Refund gateway13 RReconcile payment outcome · Refund gateway13

Database Integration Engine156

FFind order by number · Orders database13 RRead previous refunds · Orders database13 RRecord refund request · Orders database13 FFind order by number · Customer database13 RRead previous refunds · Customer database13 RRecord refund request · Customer database13

RRead refundable balance · Finance database13 GGet invoice details · Finance database13 RRecord approved refund · Finance database13 RRead refundable balance · Inventory database13 GGet invoice details · Inventory database13 RRecord approved refund · Inventory database13

Logic Engine104

CCalculate refundable amount13 NNormalize customer details13 CChoose approval route13 MMap service response13

CCalculate refundable amount13 VValidate order inputs13 CClassify refund request13 BBuild decision explanation13

Informing Engine354

CCase assigned6 RReview requested6 DDecision requested6 HHigh priority case6

DDelivery issue6 AAssignment withdrawn6 DDuplicate alert6 RRequest withdrawn6

CCase update6 CComment posted6 FForm submitted6 AAssignment changed6

DDue date approaching6 RReview deadline6 FFollow-up needed6 RResponse overdue6

PPhase completed6 RReview completed6 FForm viewed6 CCase resolved6

EEvent Publishers0 EEvent Model Listeners0 EEvent Instance Listeners0

Controllers

Work Case Control

STicket Workflow RRequest Workflow TTask Workflow TTimed tasks Workflow DDocument control Workflow ROperational Roles FForm Templates RRouting Rules OOrganization

Human Intervention Control

Work Document Control

QQuotation2 SSales order1

QQuotation1 TTax invoice1

QQuotation1 TTax invoice1

Workflow Control

LLauncher TTerminator IInterruptor

Service Integration Engine Control

Database Integration Engine Control

Logic Engine Control

Informing Engine Control

Interface Engine

SService Agent Portals2

CCashier Portal0 CCarrier Portal0

SStakeholder Portals2

VVendor Portal0 CClient Portal2

SSystem Portals2

AAdmin Portal1 EEmployee Portal6

RRefund request11 AAccess request10 PPurchase request9 SSupplier recommendation run9

IInterventions4

AApproval decision27 RReview outcome55 IInformation supplied13 RRelease confirmation7

Case User Flows188

PPayment problem9 RRefund request9 CCustomer order delivery6

SSupport agent18

PPayment problem9 RRefund request9

DDaily Supplier Recommendations Release7 PPurchase request7

RRefund request9

LLanguage reviewer9

CContent update9

PPayments team9

PPayment problem9

CContent update9

CContent update9

PPurchase request7

PPurchasing planner7

DDaily Supplier Recommendations Release7

PPurchase request7

DDaily Supplier Recommendations Release7

CCustomer order delivery6

CCustomer order delivery6

DDaily Supplier Recommendations Release7 PPayment problem9 RRefund request9 PPurchase request7 CCustomer order delivery6 CContent update9

OOperational reports5

OOpen cases by status3 IIntervention queue by assignee2

AAnalytical reports3

MMonthly case intake2 CCase volume by model1

CCompliance & audit reports3

IIntervention outcomes audit1 AAutomation run audit2

FFinancial reports1

RRefund exposure by priority1 AAI-assisted handling by model0

EExecutive dashboards2

SService health overview2

OOperational dashboards4

LLive intervention queue2 AAutomation monitor2

TTeam performance dashboards1

TTeam workload balance1

SSelf-service analytics1

CCase explorer1

Interactive Grids7

DData entry grids2

SStock count sheet2

PPlanning & budgeting grids2

QQuarterly budget plan2

RReconciliation grids1

RRefund reconciliation1

RReference tables2

SService price list2

Resources

Work Documents27

RReplenishment quotation1 BBranch supply quotation3 –Without a model12

BBranch supply order1 –Without a model2

DDelivery note2

TTax invoice, net 301 DDistribution service invoice2 –Without a model1

Digital Resources

FFiles MMovements

TTicket Bucket Model RRequest Bucket Model TTask Bucket Model TTimed tasks Bucket Model DDocument control Bucket Model

WWorkflow Model Buckets0

WWorkflow Model Bucket Bucket Model

WWorkflow Instance Buckets0

WWorkflow Instance Bucket Bucket Model

IInternal members6 GGuests2

Work EngineRoots Solutions

Administration

Connecting…

My statusKMSwitch userOwner

Informing Engine/

Notifications

Notification types and their Sent, Received, Read, Canceled, and Archived instances.

Dashboard List Board

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