Review onboarding audit and workflow evidence
Trace steps, status transitions, messages, documents and signatures.
Before you start
Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing.
Follow these steps
- Identify the account, record type and evidence affected by this task.
- Trace steps, status transitions, messages, documents and signatures.
- Do not bypass state changes by direct database edits.
- The relevant access, retention or evidence control has a verified result.
Fields, rules and limits
- Do not bypass state changes by direct database edits.
Check it worked
The relevant access, retention or evidence control has a verified result.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Do not bypass state changes by direct database edits.
Why is the record or action unavailable?
Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing. Check the current company and record relationship before requesting additional access.