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Shared Canonical Workflows

Purpose​

This namespace is the canonical source for shared owner/manager operations so task logic stays consistent across role wrappers.

Prerequisites​

  • Open role wrapper pages first if you need permission context for owner vs manager.
  • Use this section as the detailed step source for web and mobile execution.

Step-by-step​

  1. Open the matching shared workflow by platform and feature domain.
  2. Execute the detailed operational steps in QA/live walkthrough order.
  3. Return to role wrapper pages when permission or escalation guidance is required.
  4. Use related guide links to continue through adjacent workflows.

Expected result​

Owner and manager docs reuse one canonical implementation of each shared workflow with no duplicated step logic.

Common mistakes​

  • Editing wrapper pages with detailed steps and creating content drift.
  • Skipping role wrappers when owner-only restrictions must be clarified.
owner web appointments-calendar-operations screenshot

Canonical workflow library shared by owner and manager roles.