gtmjosh
Turn It Into a Workflow
Chapters · 8 of 8
  1. 01 · Start With the Business Outcome
  2. 02 · Define the Trigger and Preconditions
  3. 03 · Map the Steps and Owners
  4. 04 · Design the Handoffs
  5. 05 · Add Exit and Suppression Rules
  6. 06 · Define Completion and SLA
  7. 07 · Prevent Duplicate Work
  8. 08 · Capstone: Turn Qualification Into Follow-Through
Guide overview →

About 20 min · Lesson and activity

Chapter 8 of 80 complete

Capstone: Turn Qualification Into Follow-Through

Run four records through the whole specification, validate it, and approve version 1.0.

3a · capstone qualification to follow through

Capstone: review the follow-through plan

Check your saved plan against the final case. You can revisit an earlier lesson whenever you need it.

See the situation

Bring together the decisions you have saved. Prepared examples and current-plan approval are separate checks.

Samir’s operations studio. A workflow monitor, connected task cards, a desk clock, and an equipment shelf.
Samir, workflow operator, explain pose
Samir · Workflow operator

The case

Capstone: review the follow-through plan

Inspect what the examples can show, validate the current saved plan, and approve only that version.

Run four records through the whole specification, validate it, and approve version 1.0.

Your place saves as you go.

Chapter 8 of 80 complete