01Map the reach, assets and responsibilitiesIdentify the canal reaches, structures, customer services and administrative processes in scope. Confirm asset references, responsible teams, approved procedures and the decisions that must remain with qualified personnel.
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02Validate records and access routesReview representative inspection forms, work orders, customer records and document registers. Confirm available exports or interfaces, access permissions and data quality before selecting an implementation approach; specific system connectivity requires technical validation.
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03Configure routing and approval gatesDefine required fields, exception rules, ownership and escalation paths for each workflow. Keep engineering assessments, navigation restrictions, water-control actions, environmental decisions and other high-stakes approvals under authorized human review.
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04Pilot a bounded workflow and measure itTest one reach, asset group or service queue using representative cases, including incomplete and urgent submissions. Review routing accuracy, processing time, missing evidence and overdue actions before expanding the workflow.