Roles
Admins manage the system, officers assign and review work, linked steno users work only inside shared officer records, and staff submit progress updates with attachments.
This guidebook gives a quick operational view for admins, officers, and staff. Use it as the public help page linked from the OfficerFlow home page and admin entry point.
Admins manage the system, officers assign and review work, linked steno users work only inside shared officer records, and staff submit progress updates with attachments.
The platform combines workflow, reminders, printable reports, exports, public listings, and officer/staff tracking.
Use Review Inbox daily, Schedule Board for planning, Task Templates for recurring work, and System Tools for cleanup and notification controls.
A simple operating flow for district-level office use.
Create user accounts, assign roles, and link officer records to the correct user accounts with district, office, and designation details.
Admins or officers create tasks and events, assign staff, set due date/time, choose location, and optionally decide whether the linked steno should see that record.
Staff open assigned tasks, while steno users work only on shared tasks and events of their linked officer with officer context auto-filled in the form.
Officers or admins review updates, approve them, mark noted, or send them back as rework required with directions.
Use dashboard cards, notification bell, CSV export, printable reports, and reminder rules to track upcoming and overdue work.
Assignment, progress updates, review workflow, rework cycle, attachments, escalation, officer-linked steno sharing, cleaner print sheets, export, and WhatsApp share.
Scheduling, clash detection, reminder rules, searchable event type, custom event types, officer-linked steno sharing, attachments, export, print, and public listing visibility.
Review Inbox, Schedule Board, officer workload widgets, task templates, and admin notifications.