Workflow Automation

Certexi's workflow engine manages the complete lifecycle of transport units through customs operations. Built on an event-sourced architecture, every state transition is recorded with full evidence and audit trail.

Four-Stage Customs Workflow

The core workflow follows the standard customs clearance process:

Interactive Kanban Board

Drag transport units between columns to simulate stage transitions. Each card shows priority, evidence count, and operator assignment.

Transport Unit Card

<Card className="w-64">
  <CardHeader className="pb-2">
    <div className="flex items-center justify-between">
      <CardTitle className="text-sm font-mono">TU-2025-004</CardTitle>
      <Badge className="bg-amber-500 text-white text-[10px]">Urgent</Badge>
    </div>
    <CardDescription>Carlos Mendez — Import</CardDescription>
  </CardHeader>
  <CardContent className="space-y-2">
    <div className="flex items-center justify-between text-xs">
      <span className="text-muted-foreground">Stage</span>
      <Badge variant="outline">Bascula</Badge>
    </div>
    <div className="flex items-center justify-between text-xs">
      <span className="text-muted-foreground">Evidence</span>
      <span>4/6 items</span>
    </div>
    <Progress value={67} className="h-1.5" />
    <div className="flex gap-1 pt-1">
      <Button size="sm" variant="outline" className="flex-1 text-xs h-7">View</Button>
      <Button size="sm" className="flex-1 text-xs h-7">Advance</Button>
    </div>
  </CardContent>
</Card>

Kanban Board

The dashboard presents all transport units in a Kanban-style board with drag-and-drop progression. Each card shows:

• Transport unit identifier and type
• Current stage and time in stage
• Assigned operator
• Evidence completion status
• Priority and flag indicators

Stage Transitions

Validation Rules

Each transition enforces configurable validation rules:

• Required evidence — Minimum photos, scans, or readings before advancing
• Operator authorization — Role-based permission checks (see RBAC)
• Time constraints — Minimum dwell time per stage (configurable)
• Dependency checks — Previous stage must be complete
• Weight tolerances — Variance thresholds between entry and exit weights

Transition Events

Every state change creates an immutable event:

{
  transportUnitId: "TU-2024-00042",
  fromStage: "bascula",
  toStage: "supervisor",
  operator: "op-123",
  timestamp: "2024-01-15T14:30:00Z",
  evidence: {
    scaleReading: 24500,
    photos: ["url1", "url2"],
    nfcScan: "tag-data"
  },
  hash: "sha256:abc123..."
}

Approval Chains

For high-value or flagged shipments, multi-level approval is required:

1. Operator completes the stage work
2. Supervisor reviews evidence and approves
3. Manager provides final sign-off (configurable)

Pending approvals appear in the supervisor dashboard with full evidence review capability.

Automated Triggers

The workflow engine supports automated actions:

Workflow Configuration

Workflows are configurable per facility:

• Add or remove stages
• Configure required evidence per stage
• Set time limits and escalation rules
• Define approval hierarchies
• Customize Kanban board columns

Metrics & Reporting

The workflow engine tracks operational KPIs:

• Throughput — Units processed per hour/day/week
• Dwell time — Average time per stage
• Bottleneck detection — Stages with longest queues
• Operator efficiency — Units processed per operator
• Compliance rate — Percentage of units with complete evidence

Related

• Evidence Capture
• Time Machine
• Compliance
• REST API Reference