This guide walks you through creating and managing Flow Sequence Templates and using the Compliance Matrix to deploy them across your organisation. By the end, you'll know how to structure compliance requirements into clear, ordered steps for workers — and how to assign those requirements to the right roles and locations at scale.
📋 What you'll learn
How to create and configure Flow Sequence Templates
How to organise checks into logical Stages
How to use the Compliance Matrix to assign Flow Sequence Templates to Flow
How to audit changes, restore previous matrix’s config, and resolve common issues
🛠️ Part 1: Managing Flow Sequence Templates
Flow Sequence Templates let you group individual Checks (such as Police Checks or Visa verifications) into ordered Stages. Workers see these stages as a clear, step-by-step roadmap of what's required, and in what order, rather than an undifferentiated list.
1. Creating Flow Sequence Templates
To create a new template from scratch:
Navigate to Quickstart preferences → Flow sequence templates
Click New template
Give your template a name and begin configuring it
Zipline Default templates are pre-built templates maintained by the system. They are marked as view-only to preserve their integrity, you cannot edit them directly.
2. Organising Checks into Stages
Stages divide your compliance requirements into named sections, making it easier for workers to understand what's needed at each step. Without stages, all checks appear as a single flat list.
To add a Stage:
Open a template in edit mode
Click Add → Stage
Enter a Name (max 30 characters) and Description (max 120 characters)
Click Save
⚠️ Note: If the template already contains checks, the system will automatically group all existing checks under the new stage. A confirmation banner appears before you proceed. You can reorganise checks into additional stages afterwards.
Reordering: Use the arrow up ⬆️ and down ⬇️ to arrange the sequence of the checks. The order you set here is the order workers and the admin going to see.
Removing a Stage:
Single stage present → All checks revert to a flat, unordered list
Multiple stages present → System prompts you to reassign checks to another stage before deletion. No checks are lost.
3. Adding and Managing Checks
Checks are the individual compliance requirements workers need to complete (e.g. Police Check, Right to Work verification).
To add a check:
Click Add > Checks inside the template editor
Browse from the list checks displayed
Use the search bar to find a check by name
Select the check(s) to add
💡 Best practice: Any check not assigned to a stage will appear at the bottom of the worker's list, sorted alphabetically. Assign all checks to a stage for the clearest worker experience.
📊 Part 2: Using the Compliance Matrix
The Compliance Matrix is the central dashboard for assigning templates to specific Role and Location combinations. Each cell represents a unique Role–Location pairing.
1. Filtering the Matrix
When your organisation has many roles and locations, use the filtering bar to narrow your view.
Filter Mode | What it shows |
Any | Rows matching at least one selected criterion — good for a broad overview |
Only | Rows matching exclusively the selected items — good for precise, targeted views |
Using “Any” as a filter: Displays all the list of compliance flow with any of those selected checks
Using “Only” as a filter: Displays all the list of compliance flow where only the selected checks are present
If no rows match your filters, a "Flow not found" illustration appears. Broaden your criteria or clear filters to reset the view.
2. Assigning and Swapping Templates
To assign a template:
Click “Edit” in the compliance matrix
Browse the compliance flow you want to assign the flow sequence template
On the flow sequence column, click the dropdown and select the flow sequence template you want assign to the compliance flow
Click “Save” to save the changes
To swap an existing template just follow steps 1 to 4 of how to assign a template.
⚠️ A red tooltip or error state means a conflict must be resolved before the template can be applied. Check that all required checks are present in the template and that the stage configuration is compatible with the role.
3. Auditing with Version History
Toggle the Version History tab in the Matrix to view a full chronological log of all template assignments and changes.
Use Version History when:
Investigating unexpected changes to a worker's requirements
Confirming a template update was applied correctly
Preparing an audit trail for compliance reviews
Restore previous compliance matrix’s configuration
💡 Best Practices & Troubleshooting
⚠️ Editing live flow sequence templates
A blue banner appears when editing a template currently in use (e.g. "47 flows currently use this template"). Changes save immediately to all active flows, no staging step.
💾 Save before exiting
Always click Save before navigating away. The system will prompt you if you leave with unsaved changes, but don't rely on this as a safety net during complex edits.
👷 Unassigned checks
Checks not assigned to a stage still appear on the worker's list but without context or grouping. If workers report confusion about requirements, verify that all checks are properly staged.
🆕 Changes only apply to new applications
Any changes or updates made to templates or the Compliance Matrix, including swapping templates, reordering stages, or adding/removing checks, will only take effect for new applications. Existing applications will not be affected by these changes.
🔍 Can't find the Add ➕ icon in the Compliance Matrix
If the add icon is not visible in a Matrix cell, check whether the compliance flow has a Flow Sequence Template assigned to it. If no template is assigned, assign one, save the Matrix, then re-enter edit mode and the add icon should now appear.
🔎 Can't find the checks I want to add in the Matrix
The Compliance Matrix only displays checks that are currently in use within your organisation. If the check you need isn't visible, it hasn't been added to any flow yet. To add it:
Hover over the compliance flow you want to update
Click the kebab menu icon (…) that appears
Select Add checks
Choose from the list of checks in the modal
📌 Quick Reference
Task | Where to go | Notes |
Create a template | Quickstart preferences → Flow sequence templates → Add template | Starts blank |
Add a stage | Template edit mode → Add → Stage | Existing checks auto-grouped |
Reorder stages or checks | Use the arrow up ⬆️ and down ⬇️ to handle | Works for checks only |
Assign template to a compliance flow | Compliance Matrix → Click edit > Select a template | Need to apply the flow sequence template first before adding new checks. |
Swap an assigned template | Compliance Matrix → Click edit > Select a template | Takes effect immediately to new applications |
Audit assignment history | Compliance Matrix → Version History tab | Full chronological log |