What this means for your practice
Agree representative examples with the implementation team and the accountable business owners. Test error handling and record relationships as well as successful transfer.
An example to discuss with your team
Submit an authorised fictional example that violates an agreed receiving requirement.
Questions to take to your supplier
Ask the supplier to reject an authorised fictional example deliberately and trace its next step. Related records should remain correctly linked and the exception should have an owner. The practice needs a workable resolution process, not only a technical error returned to the sender.
Agree the working process
Build examples with the receiving team as well as the technical supplier. Ask which missing details prevent the intended work and which can be accepted with an appropriate note or later clarification. Those decisions should follow the organisation's authorised processes rather than be invented by the test script. Include a record that is rejected and another whose related information cannot be linked as expected. The reviewer needs a clear explanation of what happened and who can correct it.
Keep the original exchange reference so resubmission can be understood without creating an unrelated duplicate. Test the correction path after rejection, not only the initial error. The business should see whether staff can resolve a problem using the normal working tools. Record acceptance criteria for both successful and unsuccessful examples. A connection is easier to operate when the team knows how it behaves with imperfect information, and when unresolved exchanges remain visible instead of disappearing from an otherwise successful demonstration.
How to check the result
Count rejected exchanges that still lack an owner and a clear next step towards resolution.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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