Module State Management (The "What")

📍 How to get here:

1. Click on the Settings gear icon in your navigation menu.
2. Select Organization Settings.
3. Look at the left sidebar for the Notifications & Workflows section.

The Module State Management tab is the foundational status tracker for your workspace. It defines the "lifecycle" of items inside your modules (like Employee Expenses, Timesheets, or Leave Requests).

(Image: Module State Management)

How it works: Here, you define three core things for any given module:

1. Statuses: The states an item can be in (e.g., Draft, Pending Approval, Approved, Paid).
2. Actions: The buttons users can click (e.g., Submit, Approve, Reject, Return for Correction).
3. Transitions: The rules connecting them (e.g., Clicking Submit moves the status from Draft to Pending Approval).

It even includes a gorgeous Visual Flow viewer so you can see exactly how an expense or a timesheet moves from start to finish!