Integrations & data · Planning worksheet

Data refresh schedules: coordinate dependent reports

Illustrative situation

A report combines a current CRM feed with yesterday's booking data and presents the result as one current view.

The decision

Define source freshness and the conditions under which a combined report is valid. Show incomplete or mixed-period data clearly when a source misses its expected update.

Rehearse this before accepting the change

Delay one source in a test reporting cycle.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Measure reports published with unexplained freshness differences.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare data integration connecting two applications through a field-mapping board.
Agree what each field means and which system owns it.
Healthcare data validation separating matched records from an exception tray.
Make rejected or uncertain records visible for review.
Healthcare integration recovery with queued records, a retry route and a receipt check.
Plan recovery and confirm the receiving result.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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