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Craig's Verification Tips

Documenting Your Work Flow

Craig_Professional Portrait_4 Craig Caddell is a noted screening industry expert
on verification and reference operations.

You know all the steps it takes to deliver your services. This undoubtedly includes many little side steps you learned or created along the way. Documenting your workflow that has evolved organically over time is a challenge but it comes with great benefits.

Here are some reasons you may want to document your workflow: Preparing for accreditation; preparing for and maintaining a secure and efficient workflow; training new hires; taking advantage of new business opportunities that may require changes to your workflow; communicating with software engineers; understanding the effects a third party provider may have on your workflow…the list goes on.

Here are three tips for creating and maintaining workflow documentation:

  1. Download this app for free and watch the tutorial videos. This is by far the simplest, most intuitive workflow documentation tool I have found to date. Let us know if you have a better tool.
  2. Start by referring to a list of all the services you offer and ask yourself which share the same first step and which have a unique first step. Example: the first step of an Employment Verification at RefPro is to check it against The Work Number. By contrast, the first step of a Professional Reference is to validate the contact information.
  3. Collaborate with your coworkers and providers when documenting your workflow. You don’t want to leave out important steps so listen very closely when someone says “…but when this happens we do that instead.”

You don’t need to be an engineer to get a clear picture of your workflow, but you do need to devote some uninterrupted time to the process.

I hope these tips are helpful to you. If so, let us know. If you have any tips of your own to share we are happy to post them. If you would like to write an article for Craig’s Verification Tips please contact me by email: