Copyable checklist
Check one live decision at a time.
| Check | Ask | Record when it fails |
|---|---|---|
| Decision-critical field | Does this field determine a real next action? | The action it blocks and the minimum usable value |
| Completeness and consistency | Is the value present and used the same way? | Missing, placeholder, or unexpected values |
| Source and transition | Where is the value created or changed? | The intake source, handoff, or integration where it breaks |
| Ownership | Who can correct the rule going forward? | Named role, repair action, and review date |
| Operational impact | What happens if it stays wrong? | Delayed follow-up, incorrect route, unreliable report, or review queue |
Use the checklist
Turn findings into a small repair queue.
01
Choose one decision
Pick a decision that is already being delayed or second-guessed, such as lead ownership or pipeline stage.
02
Inspect the evidence
Export a small representative set and identify missing, placeholder, conflicting, or stale values.
03
Find the failure point
Trace whether the problem begins at intake, during an ownership change, or in an integration or manual update.
04
Assign the repair
Give each high-impact failure an accountable role and choose whether to fix the rule, repair existing records, or both.
When this checklist does not apply This is not a substitute for a security, permissions, retention, or legal-compliance review. Use it to diagnose the quality of the operational evidence that supports live work, then involve the responsible specialists for those other review areas.
