01Map Your Programs and Review BoundariesIdentify the adoption programs, jurisdictions, case stages and communication pathways involved. Staff define required documents, authorized recipients, escalation owners and decisions that must never be automated.
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02Configure Checklists and Access RulesTranslate approved procedures into document checklists, task dependencies, reminder templates and role-based routing. Assess data access, retention and any proposed system connections before handling live case information; compatibility must be confirmed during scoping.
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03Pilot With Staff-Reviewed CasesTest representative scenarios, including withdrawn applications, changed contact permissions, missing documents and rescheduled visits. Staff verify routing, message wording and exception handling before enabling approved administrative actions.
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04Monitor Exceptions and Refine the ProcessReview overdue work, failed deliveries, incorrect classifications and staff corrections. Update approved rules when agency procedures change, and keep professional decisions and sensitive disclosures behind documented human review.