Review the repeated work.
Trace the request, approved exchange route, received item and review status. Find the detail staff have to ask for again.
Project process
Follow one requested item through receipt and review.
Use a fictional or anonymized example to identify the client, period and next staff action.
Check the practice's tools and rules.
Review supported vendor connections and firm-approved access and communication requirements. Agree on the system that owns each record.
Choose the first result.
Define the staff task, review steps and checks. Plan around active work with a recovery option.
Try missing, changed and completed requests.
Use fictional clients and documents to check the correct period, a revised item and stopped reminders after completion. Verify that one client's information is not exposed in another client's view.
Hand over the maintenance.
Document who maintains request templates, firm-defined dates and failed-update follow-up. Agree separately on ongoing support.