Automate Workflows. Govern Every Process Stage.
Define controlled workflows, approvals, validations, and lifecycle-driven business processes with Protrak Process Automation Engine.
Connect lifecycle actions, notification templates, and scheduled jobs in one governed process layer.
Process automation capabilities
Configure How Work Moves, Communicates, and Runs
Lifecycle Workflow
Govern how each business record progresses through configured states, transitions, permissions, and automated actions.
Notification Templates
Standardize communication with reusable templates, contextual values, configured recipients, and condition-based alerts.
Scheduled Jobs
Configure one-time or recurring execution for programs, background checks, record updates, and data synchronization.
Lifecycle Workflow
Move Work Through the Right Controls
Configure a separate lifecycle for each business type. Define what users can do at each stage and attach commands that carry out the next process obligations.
Review and approval
A record moves from Active to Under Review to Approved, with approval rights restricted to authorized roles. Transition comments and history preserve the context for review.
Type-specific lifecycles
Model states for projects, tasks, assets, audits, inspections, and service records, with independent parent and child lifecycles.
Controlled transitions
Define valid transition paths, restrict actions by role, and require comments, confirmation, or input when business justification is needed.
State-wise permissions
Control editing, linking, unlinking, and promote actions at each state to prevent unauthorized changes during review, approval, or completion.
Commands and program hooks
Update attributes, notify stakeholders, release resources, and execute C# programs for dependency checks, parent-child roll-ups, or integration calls.
Notification Templates
Inform the Right People at the Right Time
Embed communication into lifecycle transitions, assignments, scheduled checks, and programs. Configure who receives a message, what it contains, and when it should be sent.
Overdue approval reminders
A scheduled check identifies pending approvals beyond the allowed time and sends a configured reminder to the responsible approvers, reducing manual follow-up.
Reusable message templates
Define subjects, bodies, and contextual placeholders. Reuse templates with record-specific details such as task name, owner, status, dates, and comments.
Recipient routing
Send messages to assignees, record owners, approvers, managers, role groups, or configured stakeholders using record context and process ownership.
Connected triggers
Attach notifications to lifecycle commands, scheduled jobs, assignment changes, approval steps, programs, and exception checks.
Selective escalation
Choose which events notify and which are only logged. Alert responsible users to meaningful exceptions, overdue work, and selected critical failures.
Scheduled Jobs
Turn Recurring Work into Controlled Automation
Separate timing configuration from business logic. Connect schedules to reusable programs, track generated runs, and use results in workflows, notifications, reports, and integrations.
Recurring task preparation
A daily schedule runs a program that prepares planned jobs for dispatchers, technicians, inspectors, or operators so work is ready at the expected time.
Flexible execution schedules
Configure start times and one-time, daily, weekly, monthly, interval-based, or cron-style patterns. Pause or revise schedules without changing the program.
Reusable business programs
Create tasks, check overdue records, update attributes, calculate metrics, synchronize data, or clean up records through scheduled programs.
Run tracking and monitoring
Review planned execution times, status, and history for pending, in-progress, completed, or failed runs to investigate missed windows and failures.
Governed administration
Restrict who can create, activate, edit, or disable schedules, and connect scheduled outcomes to lifecycle commands, dashboards, and notification rules.
Keep Automation Controlled and Traceable
Role and state controls
Allow valid users to perform valid actions at the right stage of the process.
Connected automation
Keep parent progress, related records, and resources synchronized through configured commands and programs.
Exception handling
Log failures and notify responsible users when selected conditions require attention.
Execution traceability
Review transition users, timestamps, comments, command execution, and scheduled run history.
Configure Automation Around Your Business Process
Combine workflows, permissions, commands, notifications, and schedules to reduce manual follow-up and keep operational execution governed.