Confirm workflow and training needs

Practical guidance

Confirm workflow and training needs

Define who will collect data, who will review it, how routes and settings will be controlled, and where findings will be recorded.

When AI or Machine Learning is included, name the person who can challenge or override the output, the evidence they receive, and how corrections feed back into model monitoring.

Key points

• Assign collection, analysis, and override ownership
• Standardize points, settings, routes, and context
• Match training depth to role
• Define reporting and escalation before rollout