Walkthroughs · 3.8

Close the gaps

Read the programme health, follow the ordered route, and evidence the work as you go.

Steps

The route to a compliant state orders the outstanding work so that each step is possible when you reach it.

  1. 01Read the healthThe overview states how many records are at risk and how many of those are high severity, pillar by pillar.
  2. 02Open the routeEvery record and every gap offers an ordered sequence of steps. Take this step opens the record and highlights the field.
  3. 03Complete or linkWhere the gap is a missing record, attach an existing one or create it from the same dialog. Where the linked record is in the wrong state, Prudence directs you to conclude it.
  4. 04Share the workCopy the link on any gap to send a colleague to the exact field that needs an answer.
The gaps view. Each entry states the severity, the article and the remedy.
The gaps view. Each entry states the severity, the article and the remedy.

Checking the citations

The linked panel is the fastest way to see what a record is still missing, in both directions.

The linked records panel.
The linked records panel.