Library · Travel & housing – process groups
CLS · Project completion, archiving & lessons learned
Archiving, deleting, lessons learned – often forgotten.
7 processes
Overview
Who it's for
Teams that organize travel and housing for many people
You need
Master data of travelers and a schedule
You get
7 documented workflows with trigger, automation level, and priority
| ID | Process | Trigger | Autom. | Prio |
|---|---|---|---|---|
CLS-010 | Create final Travel/Housing statement | all individual statements and invoices completed | ASSIST | Do first |
CLS-020 | Evaluate service providers and maintain framework conditions | Project completion or contract end | HITL | Later |
CLS-030 | Archive after tax retention periods | Final statement approved | VOLL | Do first |
CLS-040 | Delete personal data no longer needed | Deletion deadline reached in the deadline calendar | VOLL | Do first |
CLS-050 | Evaluate lessons learned and update rule set | Project completion retrospective | MAN | Later |
CLS-060 | Hand over insights and conditions to follow-up production | Follow-up project created or staffing decision | HITL | Later |
CLS-070 | Close open claims, deposits, and damage cases | open items after final statement | HITL | Do first |