THE STARTING POINT
A practical way to place review points within an assisted workflow.
Locate the consequential step.
Map the workflow and identify the point where an output becomes an action, message or business record. Discuss the possible effects of an incorrect result. Review is most useful when the reviewer can intervene before that consequential step, with enough context to make a considered decision.
Give reviewers usable evidence.
Show the source information, suggested output and relevant limitations together. Make editing and rejection understandable. A review screen that offers only an approve button can encourage acceptance without examination. Include a route for requesting more information when the available evidence is insufficient.
Define escalation and ownership.
Agree which situations must go to a different person and who handles unresolved cases. Keep responsibility clear even when a tool assists the work. Review the process after a pilot to see whether the review point is practical for the people expected to use it.
TAKE THE NEXT STEP
Your discovery checklist
- Locate the action that needs approval.
- Give reviewers sources, limitations and rejection controls.
- Define an escalation route for unresolved decisions.