WF-01 · Every user.
Agreed directionSign in
Establish the real person acting.
Welcome back
Use your StockLive identity to continue
••••••••••
Authentication identifies the actor. Organisation and Sale access are resolved next.
State preview
Default: Sign-in and account-recovery surfaces.
EntryApplication login.
InterfaceSign-in and account-recovery surfaces.
Exit / handoffAuthenticated identity passed to contextual authorization.
WF-02 · Agent, Assessor, Staff.
Agreed directionChoose working context
Make the active Organisation, Sale and capability visible.
Choose where you are working
Context stays visible throughout the session
OrganisationSaleCapability
Barwon Ridge PastoralGeelong Spring SaleAgent · AssessorSelected
StockLive OperationsAll active SalesStaffSelect
Western District StudBallarat CatalogAssessorSelect
State preview
Default: Organisation selector and persistent context indicator.
EntryAfter sign-in or context switch.
InterfaceOrganisation selector and persistent context indicator.
Exit / handoffScoped workspace and permitted actions.
WF-03 · Agent, Assessor, Reviewer.
Agreed directionPersonal workspace
Show the work relevant to the current actor and context.
Good morning, Alex
Your work in Barwon Ridge Pastoral
8My Lots
3Assigned assessments
2Need review
Continue where you left off
WorkSaleState
Lot GL-2048Geelong SpringDeclaration draftOpen
Assessment AS-881Geelong SpringAssignedAccept
Lot GL-2052Geelong SpringNeeds reviewReview
State preview
Default: Action cards, My Lots, My Assessments, Assigned to Me and Needs Review.
EntryAuthorised application landing.
InterfaceAction cards, My Lots, My Assessments, Assigned to Me and Needs Review.
Exit / handoffDirect entry into a permitted workflow.
WF-04 · Agent or Staff.
Agreed directionFind a Participant
Identify the right business participant without duplicates.
Illustrative — decision required · D-09
HubSpot retry, conflict and manual reconciliation
HubSpot retry, conflict and manual reconciliation
Find a Participant
Search by vendor phone and Property PIC
0412 555 018
3ABCD123
Barwon Ridge Pastoral
PIC 3ABCD123 · Colac, Victoria · Existing Organisation
PIC exact Phone exactNo match hands off to HubSpot or documented escalation—StockLive does not create a duplicate Organisation.
State preview
Default: Vendor phone and Property PIC search with match results.
EntrySale workspace or Participant action.
InterfaceVendor phone and Property PIC search with match results.
Exit / handoffMatched Organisation ready to connect to the Sale.
WF-05 · Agent or Staff.
Required, details openConnect a Participant to a Sale
Record that an Organisation is taking part.
Illustrative — decision required · D-01
Participant permission meaning
Participant permission meaning
Connect Participant
Record participation in this Sale
Barwon Ridge Pastoral
Confirmed
Alex Morgan
Illustrative — D-01
The product shows Participant. The backend records a Sale Organisation relationship.
State preview
Default: Participation form, status and permission summary.
EntryMatched Participant or Sale workspace.
InterfaceParticipation form, status and permission summary.
Exit / handoffSale Organisation relationship created or updated.
WF-06 · Agent and Staff.
Agreed directionView a Sale workspace
Provide the common context for Participants, Lots and outstanding work.
Geelong Spring Livestock Sale
12 October 2026 · Sale is the business source of truth
18Participants
64Lots
7Actions due
LotParticipantStageOwner
GL-2048Barwon RidgeDeclaration draftAlex Morgan
GL-2049Western DistrictAssessment assignedSam Lee
GL-2050Otway FarmsReady for salePriya Nair
State preview
Default: Sale overview, Participant list, Lot list, activity and actions.
EntryWorkspace, search or notification.
InterfaceSale overview, Participant list, Lot list, activity and actions.
Exit / handoffEnter Participant, Lot, Auction or Catalog work.
WF-11 · Every authorised user.
Supporting capabilitySearch, activity and notifications
Help people return to work without rediscovery.
Search & activity
Return to work without rediscovery
GL-2048
Activity
Assessment assigned to Sam Lee
Declaration draft saved
Participant connected
State preview
Default: Search across Sale, Participant, Lot, PIC and external IDs; actionable notifications.
EntryGlobal search, inbox or activity feed.
InterfaceSearch across Sale, Participant, Lot, PIC and external IDs; actionable notifications.
Exit / handoffOpen the scoped record or task.