Documents and intake
How do I catch missing information before a request moves forward?
Define the minimum information required at each stage and check it before the workflow advances. Show the missing fields clearly and return the request to the right person for completion. Do not allow a later step to discover a problem that could have been caught at intake.
What to check
- What is required before each stage can start?
- Who is responsible for fixing missing information?
- Can the workflow stop automatically when a required field is empty?