Software & apps · Planning worksheet

Intake completion: manage incomplete journeys

Illustrative situation

A person starts a lengthy intake process, leaves halfway through and later submits a second copy.

The decision

Decide whether saving progress is appropriate and how duplicates will be reviewed. Give visitors a clear understanding of what has and has not been submitted.

Rehearse this before accepting the change

Leave and restart a fictional form; the system should not imply that an unfinished record was submitted.

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

Track abandonment points and duplicate administrative records.

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 software workflow connecting task cards, a checklist and a database.
Map the work and the information it depends on.
Healthcare software testing with normal paths and a separate exception route.
Test the exceptions as well as the normal workflow.
Healthcare software handover with a code folder, configuration controls, key and maintenance notebook.
Agree ownership, configuration and ongoing maintenance.

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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