Workflow process map
Turn one real business process into a testable sequence, including the awkward exceptions.
Done when: Another operator can follow the trigger, steps, owners and fallback without guessing.
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Trigger and entry condition
Describe what starts one workflow and what must already be true. Include an example using invented business data.
Sequence and responsibility
Write each step as input, action, output and responsible role. Mark which steps remain human.
Decision branches
For each yes/no or uncertain branch, name the evidence used and the next step. Unknown must not silently mean approved.
System boundaries
Identify each system crossed, permitted data categories and the authorization owner. Keep credentials and private contents out.
Failure and duplicate handling
Define timeout, unavailable-system, repeated-event and partial-completion behavior. A retry must not create a second charge, booking or message.
Acceptance and rollback
List synthetic test cases, the person who approves results and how to return to the previous manual process.
Reference links and review boundary
Use the current issuer, payer, regulator, platform or qualified professional for your exact activity and location. These links informed the planning questions; they do not make this an official form, full compliance review or permission to operate.
Healthcare businesses are welcome for business education. PublicProof does not receive, store or process patient information. A completed worksheet does not establish HIPAA compliance, transport qualification, professional authority, account approval, a credential, reimbursement or revenue.
Worksheet updated October 20, 2026. Verify changing requirements before relying on them.