Set up your first workspace

Start with a process you can finish

Choose a small process with a recognizable beginning, a clear decision, and evidence at the end. Receiving one material, approving one work package, or reviewing one result is a useful starting point.

Use sample information while evaluating. Decide what a successful run should prove before adding more departments or record types.

• Name the person doing the work and the person reviewing it.
• Identify the source instruction, the records involved, and the required outcome.
• Include one blocked or exceptional path in your evaluation.

Shape the workspace

1. Open the free sandbox and choose the industry template closest to your operation, or begin with your own model.
2. Review the supplied record types, relationships, terminology, and workflows. Keep the useful parts; adapt the rest to your organization.
3. Create sample records and connect them using their record references.
4. Run the process from its starting record, then inspect the resulting history and evidence.

Check the difficult path

Try a missing attachment, an out-of-range observation, a user without approval authority, and an outdated reference. The result should make the unmet requirement understandable and provide a path to resolve it.

Before moving to live work, agree ownership, access, migration scope, training, validation needs, and support. Keep evaluation data separate from operational records.