Steps
The route to a compliant state orders the outstanding work so that each step is possible when you reach it.
- 01Read the healthThe overview states how many records are at risk and how many of those are high severity, pillar by pillar.
- 02Open the routeEvery record and every gap offers an ordered sequence of steps. Take this step opens the record and highlights the field.
- 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.
- 04Share the workCopy the link on any gap to send a colleague to the exact field that needs an answer.

