Companion pair · Flow 1 of 2: This is the approved path. Flow 2 (Verixa_Phase1_SOP_Template_Rejected_Recovery_Flow.html) shows the rejected path + recovery options from the same starting point. Both flows start with template selection — diverge at the review decision.
Scenario. Lakshmi authors a new Work Instruction for an existing process — daily centrifuge pre-use checklist. She picks the Work Instruction (WI) template from the 5 Phase-1 templates, fills the pre-structured sections, submits for review. Priya and Vikram both approve without changes. Anita signs release. WI-MFG-018 v1 becomes effective.
See
Click
Fill
Decide
Sign
Done
draft→under_review→effective
WI
Workflow · Document Control / SOP (URS-12) — Template Approved
Work Instruction template fits because the document is: (a) short, task-focused, (b) operational, not policy, (c) intended for daily reference. Standard SOP would be over-structured. Template choice affects ID prefix (WI- vs SOP-) and downstream training cadence default.
3
Fill
Fill metadata · Document ID auto-minted
Document type
Work Instruction
Module / Area *
Manufacturing
Title *
"Daily Centrifuge Pre-Use Checklist"
Practice *
GMP
Document ID
WI-MFG-018 (auto: WI + Manufacturing + sequential)
Scope
site=Chennai · equipment=Centrifuge-3
Linked records
N/A — standalone
4
Fill
Fill the WI body — template structure pre-populated
WI-MFG-018 v1 · DRAFT From Work Instruction template
Daily Centrifuge Pre-Use Checklist
Author: Lakshmi · Practice: GMP · Effective: TBD
1. Purpose
[template placeholder] State the operational purpose of this WI.
Daily pre-use verification of Centrifuge-3 to confirm operational readiness before batch start.
Template structure inserted on creation: section headings, placeholder text in dashed boxes. Lakshmi replaces placeholders with real content; placeholders are not persisted if left in (server strips on save). Content stored with section markers so reviewers can comment per section.
5
Click
Save Draft
✅ "WI-MFG-018 v1 saved. Content persisted with hash."
Behind the scenes
documents.template_source = 'work_instruction' tracked for analytics. content_hash computed (WP-6). State (none) → draft.
6
Click
Submit for Review — pick Priya + Vikram
✅ "Submitted to Priya + Vikram. State: under_review."
Behind the scenes
Direct named routing (review uses named-assignment, not broadcast). SoD-12-01: reviewers ≠ author ✓. State draft → under_review.
Hand-off▶ Direct named notifications to Priya + Vikram
P
Priya — QA Reviewer · APPROVES
document_reviewer
Part 2 · Approve
7
See
Reads WI · structure clear · content appropriate
Template choice (WI) matches document purpose. Sections complete. No concerns. Decides to Approve without comments.
8
Sign
Click Approve + substrate-verified e-sig WP-4
Review Approval — WI-MFG-018 v1
Signing as
Priya · document_reviewer
Meaning
Approve as reviewer
Comments
"WI structure appropriate; content clear; no changes needed."
Password
••••••••••
MFA
724918
✅ "Approved by Priya. 1/2 reviewers complete."
V
Vikram — Process Reviewer · APPROVES
document_reviewer
Part 3 · Approve
9
See
Reads · technical content accurate · troubleshooting useful
Vikram knows the centrifuge well. Steps + troubleshooting reflect real process. Approve.
10
Sign
Click Approve + substrate-verified e-sig WP-4
✅ "Approved by Vikram. 2/2 reviewers complete. All comments resolved (0 raised). Release queued."
Behind the scenes · trigger to Anita
Server checks: all_reviewers_approved AND all_comments_resolved (both true · zero comments raised). Emits DOCUMENT_READY_FOR_RELEASE event. Computes release_due_date = now + 5 business days = 2026-06-09 (tenant default). Broadcast to document_approver pool at Chennai (Anita + QA Head + deputy).
Hand-off▶ Broadcast to document_approver pool · Anita claims first
A
Anita — Document Approver · RELEASES
document_approver
Part 4 · Release
11
See
Notification + pre-release checklist
🔔 "WI-MFG-018 v1 ready for release approval. Due 2026-06-09 (5 business days)."
✅ "WI-MFG-018 v1 effective from 15-Jun-2026. Distribution + training cascade triggered."
Behind the scenes · cascade fires
Audit: DOCUMENT_RELEASED · DOCUMENT_EFFECTIVE. Cascade: document_effective → distribution fan-out, sop_effective_for_training → URS-28 training trigger. Template source = Work Instruction may drive shorter training cadence than full SOP.