Lifecycles and processes
The states of portal content, service requests, issues and change proposals, the approval flow, notifications and a typical day per persona.
This page lists the states each portal object moves through, who moves it, and who is notified. The labels are the ones you see on screen.
Publication lifecycle
| State | Meaning | Who moves it | Next states |
|---|---|---|---|
| Draft | Being written; invisible to employees. | Author (publication.author) | In review |
| In review | Waiting for publication. | Author submits | Published |
| Published | Visible to its audience between publish and expiry time. | Publisher (publication.publish); not the author for mandatory items | Archived |
| Archived | Retired; receipts stay on record. | Publisher (Retire) | Published (re-publish) |
Acknowledgement receipts survive the archiving of their publication. If a mandatory publication was sent by mistake, retire it and publish a replacement; the receipts already recorded stay.
Other content lifecycles
| Content | States | Notes |
|---|---|---|
| Event | Draft, Published, Archived | Unpublish returns a published event to Draft. |
| Poll | Draft, Open, Closed | Closing freezes the results. A closed poll is not reopened; publish a new one instead. |
| Push banner | Draft, Published, Archived | Icon and tone can be changed only while Draft. |
| Project | Draft, Published, Completed, Archived | Drafts and archived projects are never shown to employees. |
| Branding | Draft, Published revision | Preview is never publication; an earlier revision can be restored as a new draft. |
| Catalog item | Draft, Published, Archived | Publishing requires a fulfilment binding; archived items keep working for existing requests. |
For all content in the portal manager, published content must return to draft before editing.
Service request lifecycle
| State | Meaning | Next states |
|---|---|---|
| Submitted | Raised by the employee. | Approved, In progress (after approvals), Rejected, Cancelled |
| Approved | All required approvals are in. | In progress, Cancelled |
| In progress | Being fulfilled by the responsible team. | Fulfilled (when all tasks are done), Cancelled |
| Fulfilled | Completed. | Final |
| Rejected | An approver said no. | Final |
| Cancelled | Withdrawn or stopped. | Final |
In the portal, employees see simpler labels: Waiting for approval, Approved, In progress, Completed, Declined, Cancelled.
For bundles, the parent request follows its children: all fulfilled means fulfilled; the parent never rejects on its own.
The service desk side of these states is described in Service requests and the catalog.
Issue states as employees see them
| Portal label | Meaning |
|---|---|
| Open | Received, not yet worked on. |
| In progress | The service desk is working on it. |
| Waiting | Waiting for information, often from you. |
| Resolved | A solution was provided. |
| Completed | Closed. |
| Cancelled | Closed without a solution, for example a duplicate. |
Replying to a closed issue reopens it, or starts a follow-up request if it was closed a while ago.
Change proposal lifecycle
| State | Meaning |
|---|---|
| Waiting for review | Sent to IT. |
| Accepted | A draft change was created with you as requester; you are notified. |
| Declined | IT declined with a reason of at least ten characters; you are notified. |
| Withdrawn | You withdrew it before a decision. |
Approval flow
- The employee submits a request whose request type has approval steps.
- Each step names an approver role (for example manager or service owner). Anyone with that role and the approve permission, except the requester, can decide.
- The approver approves or rejects, optionally with a comment, in the request detail or on a Slack or Teams approval card.
- An active delegate can decide on the approver's behalf; the decision records both people.
- When all steps are approved, fulfilment starts. A rejection ends the request.
Deciding approvals inside the employee portal is planned — not yet available. See Approvals for approval steps across TENSOR.
Notifications
| Event | Who is notified |
|---|---|
| Update on an issue or request | The requester (in-app and email, per preferences) |
| Mandatory publication or banner published | Everyone in its audience, through the compliance category, which cannot be muted |
| Change proposal accepted or declined | The employee who proposed it |
| Directory sync failure | The portal managers |
How personal preferences interact with tenant routing is explained in Notifications.
End-to-end view per persona
| Persona | Typical flow |
|---|---|
| Employee | Opens the portal in the morning, reads the current update, acknowledges a policy, reports an issue from My assets, follows it in My activity, replies to the service desk. |
| Manager / approver | Gets notified of a pending request, approves it in the request detail or in Teams, sets up a delegation before holidays. |
| Portal editor | Drafts a publication, submits it for review, a second editor publishes it, checks acknowledgement coverage in the manager dashboard. |
| Tenant admin | Records the works-council acknowledgement, publishes selected directory fields, connects directory sync, publishes the company branding. |
Step-by-step instructions for each flow are in Guides for employees, Guides for managers and approvers and Guides for portal editors and administrators.
Portal administration
What portal managers and tenant administrators control: the management dashboard, content, layout, branding, the people directory, directory sync and catalog items.
Compliance
How the employee portal supports GDPR, BetrVG co-determination, DORA and NIS-2 policy distribution, logging and accessibility, and which flags you need.