RECORD REVIEW AND ROUTING · Workflow idea
Not every incoming item needs the same attention. Apply the team’s criteria to set aside irrelevant records and distinguish the items that need different handling.
01 / The starting point
A group of records that needs to be filtered or handled in different ways
“Keep the records that meet the agreed criteria and separate the remaining work into useful groups.”
02 / The work
Helps teams focus on the records that matter and handle different cases according to clear, consistent rules.
Understand which fields or details are available before deciding how items should be handled.
Keep records that meet the stated conditions and set aside items that are out of scope.
Group cases by the criteria that determine their next step, such as status or priority.
Set aside incomplete or conflicting records so a teammate can decide how they should be handled.
Confirm that the resulting groups are useful and ready for the appropriate follow-up.
03 / The result
Clearly grouped records, with irrelevant items kept out of the next stage and each relevant group ready for its next task.
Data · Example outcome
Clearly grouped records, with irrelevant items kept out of the next stage and each relevant group ready for its next task.
A rule can exclude an item that deserves attention. Make the criteria explicit and have a person review uncertain or exceptional records.
04 / Make it yours
A few choices shape the work around your team.
Identify the incoming collection and the details that are available for sorting.
Define which items to keep, set aside, or route differently, using rules the team can explain.
Choose who will review records that are incomplete, contradictory, or difficult to classify.
Check examples that should pass, fail, or need human review before relying on the groups.