Admin workflow brief
Define an administrative workflow with clear authority, safe bulk actions, visible progress, and recovery from mistakes.
SaaS and dashboards · 45 min · Advanced · 24 questions
Authority and scope
Who may start each administrative action?
Who must approve each administrative action?
Who may reverse an administrative action?
Which records are eligible for the action?
Which records must be excluded?
What should happen when a record is locked?
Bulk actions
Which records will a bulk action affect?
What will change for each selected record?
How long should the bulk action take?
Which actions require reauthentication?
Which actions require a recorded reason?
Which actions require a second approver?
Operation progress
How should a queued operation appear?
How should a running operation appear?
How should a paused operation appear?
How should a failed operation appear?
What happens when only some records pass validation?
What happens when a dependency fails during the operation?
Audit and recovery
Who performed the action?
Why was the action performed?
Who approved the action?
Which value changed?
Where did the action originate?
How can operators recover from mistakes?
How to use this brief
Use this brief as a bank of questions for the conversation. Choose what is relevant, mark covered questions as you go, and skip anything that has already been answered.
Use this brief when...
Use when you need to define an administrative workflow with clear authority, safe bulk actions, visible progress, and recovery from mistakes.
Best used as: Live call · Async intake
- Category
- SaaS and dashboards
- Discussion time
- 45 minutes
- Depth
- Advanced
- Last updated
- Jul 21, 2026
- Scope
- Design briefs
- Best used as
- Live callAsync intake
- Design roles
- Product designer
- Audience
- Product designersUX and UI designersProduct managersDesign leads
- Platforms
- WebAdmin console
- Company type
- B2BEnterprise
- Product stage
- GrowthMature product
- Tags
- saas-and-dashboardsadmin-workflowdelivery-and-operationsback-officeprivileged-operation