01Map One Geothermal Workflow and Its Approval BoundariesChoose a specific process, such as a monthly monitoring package or maintenance request queue. Identify its inputs, asset identifiers, responsible owners, escalation paths and decisions that must remain under human control.
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02Prepare Approved Data and Source ReferencesAssess available exports, document formats, access permissions and data quality before selecting an implementation method. Define identifier mappings, units, timestamps and missing-data rules without assuming support for any particular plant or business system.
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03Configure Drafts, Checks and Review QueuesSet up document extraction, completeness checks, task routing and draft generation against approved rules. Preserve source links and change history, and require qualified review for engineering, safety, environmental, financial and contractual decisions.
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04Pilot Against a Measured BaselineTest representative records and exception cases before wider use. Compare preparation time, overdue tasks, correction rates or response time against the existing process, then adjust rules with the responsible team.