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License renewals

License renewals renews each business license and permit before it expires and holds any Offer that depends on one that lapses.

Outcome

PartThis Process
OutcomeEvery license and permit the Company holds is renewed before it expires, or the Offers that need it are held.
ReadsCredential
LeavesCredential, Document
On timeWithin 5 days (business hours); the clock stops while an Action waits on awaitingInput. Late Actions go to the Legal Lead.
Runs inEach Startup

Accountable

Compliance Officer, Legal Team.

Responsible: Compliance Officer.

Consulted: Legal Lead.

Informed: Founder.

Workflows

WorkflowRunsTeam
Renew a licenseevery weekLegal Team

Who does each step

License renewals: who does each step5 steps in 1 Workflow, across 1 Role: Compliance Officer. The table below lists every step.Compliance OfficerCorinWorkflowRenew a license1 · Credential.listList each license and permit that expiresinside the renewal window.2 · Document.renderPrepare each renewal from the Company’srecords.3 · Approval.createAsk the Founder to sign where the licenserequires the owner.4 · Credential.updateSubmit the renewal and record the newexpiry on the Credential.5 · Offer.withdrawWithdraw any Offer whose license lapseduntil it is renewed.License renewals: who does each step5 steps in 1 Workflow, across 1 Role: Compliance Officer. The table below lists every step.WorkflowRenew a licenseCompliance Officer1 · Credential.listList each license and permit that expires insidethe renewal window.Compliance Officer2 · Document.renderPrepare each renewal from the Company’srecords.Compliance Officer3 · Approval.createAsk the Founder to sign where the licenserequires the owner.Compliance Officer4 · Credential.updateSubmit the renewal and record the new expiry onthe Credential.Compliance Officer5 · Offer.withdrawWithdraw any Offer whose license lapsed until itis renewed.
Each box is a step, numbered within its Workflow, with the Verb it calls, under the Role it runs as. The table below adds approvals.
WorkflowStepRoleCallsApproval
Renew a license1. List each license and permit that expires inside the renewal window.Compliance OfficerCredential.listNone
Renew a license2. Prepare each renewal from the Company’s records.Compliance OfficerDocument.renderNone
Renew a license3. Ask the Founder to sign where the license requires the owner.Compliance OfficerApproval.createNone
Renew a license4. Submit the renewal and record the new expiry on the Credential.Compliance OfficerCredential.updateNone
Renew a license5. Withdraw any Offer whose license lapsed until it is renewed.Compliance OfficerOffer.withdrawAsks first

Events

DirectionWhenWhat happens
InEvery weekStarts Renew a license
OutDocument.renderedRaised by step 2 of Renew a license
OutApproval.createdRaised by step 3 of Renew a license
OutCredential.updatedRaised by step 4 of Renew a license
OutOffer.withdrawnRaised by step 5 of Renew a license

Plays

No Play names this Process.

Controls

No Control names this Process or a Workflow of it.

Settings

SettingTypeDefaultSaySet with
licenses.renewDaysinteger90Start license renewals 90 days before they expireSetting.update

Failure

A failed step retries; when retries run out, the Action goes to the Legal Lead.

StepOn failure
Renew a license 3. Ask the Founder to sign where the license requires the owner.Times out after 7 days. Goes to the Legal Lead.

Loop

No loop: the path is never randomized, because it serves Licensing.

Code

Text
Turn on license renewals

Enable

Off until someone calls Process.enable. Process.pause stops new Actions; Actions in progress finish.

Text
Start license renewals 90 days before they expire

Example

A home-inspection Marketplace holds a city business license that expires in 90 days. The Compliance Officer prepares the renewal that week, and the Founder signs. Eight days later the new expiry is on the Credential.