portal/runs/contractor-planned-2026-09-24/site/questions/project_managers/index.yaml

alternatives:
- action: /project_managers
  consequence:
  - Confirm
  description: People asking if we're hiring, from first message through to an offer.
  features:
  - description: ''
    name: ''
    resource:
      requires_group: project_managers
      source:
        bucket: applications
        kind: kv
      transitions:
      - from: interview
        label: Offer the job
        to: hired
      - from: interview
        label: Not moving forward
        to: declined
      - from: open
        label: Call in for interview
        to: interview
      - from: open
        label: Hire straight away
        to: hired
      - from: open
        label: Not a fit
        to: declined
  name: People who want to work here
- action: /project_managers
  consequence:
  - Confirm
  description: Everyone who's come to us with a building to fix or a project to build, from first contact to a decision.
  features:
  - description: ''
    name: ''
    resource:
      requires_group: project_managers
      source:
        bucket: enquiries
        kind: kv
      transitions:
      - from: open
        label: Log the survey
        to: surveyed
      - from: open
        label: Send a price
        to: quoted
      - from: open
        label: Mark as won
        to: won
      - from: open
        label: Mark as lost
        to: lost
      - from: open
        label: Turn down
        to: declined
      - from: quoted
        label: Mark as won
        to: won
      - from: quoted
        label: Mark as lost
        to: lost
      - from: quoted
        label: Turn down
        to: declined
      - from: surveyed
        label: Send a price
        to: quoted
      - from: surveyed
        label: Mark as won
        to: won
      - from: surveyed
        label: Mark as lost
        to: lost
      - from: surveyed
        label: Turn down
        to: declined
  name: Building work people want done
- action: /project_managers
  consequence:
  - Confirm
  description: Trade firms asking to be on our list, from first application to a decision.
  features:
  - description: ''
    name: ''
    resource:
      requires_group: project_managers
      source:
        bucket: subcontractors
        kind: kv
      transitions:
      - from: checking
        label: Ask for papers
        to: papers_requested
      - from: checking
        label: Approve them
        to: approved
      - from: checking
        label: Turn down
        to: rejected
      - from: open
        label: Start checking
        to: checking
      - from: open
        label: Turn down
        to: rejected
      - from: papers_requested
        label: Approve them
        to: approved
      - from: papers_requested
        label: Turn down
        to: rejected
  name: Firms wanting to work with us
- action: /project_managers
  consequence:
  - Send invite
  description: Bring another project manager onto this desk with a one-time link.
  features:
  - description: ''
    name: Invite a project manager
    requirements:
    - label: Name
      name: name
    - label: Email address
      name: email
      type: email
  invite:
    group: project_managers
  name: Add another project manager
- action: /project_managers
  consequence:
  - Confirm
  description: Project managers you've invited who haven't signed in yet.
  features:
  - description: ''
    name: ''
    resource:
      requires_group: project_managers
      source:
        bucket: portal_invites
        kind: kv
      transitions:
      - from: open
        label: Signed in
        to: done
  name: Invites sent, waiting on a reply
description: Your desk for building enquiries, subcontractor applications and job applications, all in one place.
name: What needs my attention today?
responsible:
  contact: ingrid@nordvikbygg.example
  name: Ingrid Nordvik