HELP & DOCUMENTATION

Connections & workflows

Assign a role to each system, check the handoffs and investigate missing or delayed information.

PRACTICAL GUIDES

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Agree where an important record is maintained and how other systems should use it before connecting the workflow.

Define the information, direction, access and acceptance checks before treating an integration as part of the operation.

Treat a saved connection as configuration until a relevant source response and operating handoff have been checked.

Trace one record from the responsible source to the destination before assuming a report or workflow is wrong.

Give failed or unusual work an owner, useful evidence and a safe route back into the process.