Operations After Launch

Operations After Launch

After launch, automation needs light operating discipline. Roles change, people leave, new statuses are added, and integrations can fail. This page explains what to check so the app stays healthy.

Weekly checks

• Review Exception Resolution for unresolved failures.
• Confirm queues are not growing unexpectedly.
• Confirm reviewer roles still have active users.
• Confirm messages are still useful and not noisy.
• Confirm published workflows match the current business process.
• Confirm integrations or linked app handoffs are still succeeding.

After role changes

When a customer changes staff or teams:

1. Update role membership.
2. Submit a test request.
3. Preview as the new recipient.
4. Confirm Decision, Work Queue, Notification Center, and Conversation access.
5. Confirm old users no longer see work they should not see.

After workflow changes

When a maker changes a trigger, status, recipient, message, or destination:

1. Run validation.
2. Create a fresh test request.
3. Test as requester and recipient.
4. Check Exception Resolution.
5. Publish only after visible proof passes.

Customer handoff note

A customer should know where to see new work, where to see status, where messages appear, and where failures appear. If that requires a private explanation, add better labels, screens, or docs before handoff.