01Map the franchise operating rulesIdentify franchise entities, locations, ownership groups, reporting cycles and responsible teams. Document which decisions can follow approved rules and which require legal, finance, safety or management approval.
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02Confirm data access and define the recordsAssess available exports, forms and permitted system connections before implementation. Define location identifiers, required fields, document versions, access permissions and retention requirements without assuming support for a particular platform.
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03Configure routing and approval gatesSet validation rules, reminder schedules, escalation paths and approval conditions for each workflow. Test missing submissions, ownership changes, disputed charges and other franchise-specific exceptions before enabling operational actions.
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04Pilot, measure and refinePilot with a selected group of locations and compare completion times, exception backlogs and evidence completeness. Review errors with process owners, adjust rules and expand only after the workflow meets agreed acceptance criteria.