Data types
Operational workflows
Workflow records can connect a starting request to the approvals, handoffs, checks, and final state that complete a task.
A complete task has context.
Illustrative exampleThe request
A shipment cannot use its planned route after a capacity change.
The work
The coordinator checks approved alternatives, records the constraints, and gets the required approval.
The result
The revised route is released, with its approval and delivery status recorded.
A buyer might build task scenarios or study planning and execution. A procedure alone may not show what happened when it was applied.
What to inventory
Task histories, approval records, exception logs, project activity, and documented checks.
- Ordered steps tied to a single task
- The relevant rules, inputs, and role permissions
- Approvals, exceptions, and observed final states
What to review
- Are the records actual task histories or only proposed procedures?
- Which steps refer to systems, people, or sources outside the approved scope?
- Can a buyer identify failed attempts and unresolved exceptions?
Your records are a good place to start.
Tell us what your team records. We will help you understand the next questions to ask.