Integrations & data · Practice guide

Review waiting work before restarting a connection

Illustrative situation

A connection recovers and automatically sends a backlog containing requests that staff already handled manually. Work held during an outage may no longer need the same action when the connection returns. Staff may have dealt with it manually, or the underlying request may have changed. Review the backlog before allowing repeated actions.

Healthcare booking calendars on two connected screens with blue and orange appointment cards.
Make the handover between tools clear for the team using them.

What this means for your practice

Review held work before sending it again. Account for items staff completed manually during the outage and requests that changed while the connection was unavailable.

An example to discuss with your team

Recover a test queue after processing one fictional item manually.

Healthcare data integration connecting two applications through a field-mapping board.
Agree what each field means and which system owns it.
Healthcare data validation separating matched records from an exception tray.
Make rejected or uncertain records visible for review.

Questions to take to your supplier

Recover a test queue after one fictional item was completed manually. Can the reviewer identify and exclude it as appropriate? Record who approves the remaining replay and who owns uncertain cases. Restoring the connection is only part of restoring an orderly working process.

Agree the working process

Before releasing held work, establish what happened during the interruption. Staff may have completed some items manually, changed the underlying records or decided an action is no longer appropriate. Keep a working record of those decisions through the approved fallback process so recovery has evidence to use. Ask the supplier to show how the waiting list is compared with current records and how uncertain items are held for review. Include an outgoing message in testing if the workflow sends them, because an obsolete communication cannot be corrected simply by deleting a duplicate task later.

Name the person authorised to approve replay and the owner of unresolved exceptions. Rehearse restarting after one fictional item was handled manually and another changed while waiting. Verify the final receiving outcomes, not only that the queue emptied. A useful recovery restores an orderly process with the right work still active, rather than treating successful delivery of every old request as the definition of success.

How to check the result

Count duplicate or obsolete actions created during recovery.

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.

Checks to discuss

Record what you know, what is still missing and the answer you need from your team or supplier.

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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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