What this means for your practice
Create an explicit exception queue with a responsible owner and review process. Uncertainty should produce visible work rather than a guessed destination or a silent failure.
An example to discuss with your team
Remove a required routing value from a fictional submission.


A practical conversation with your supplier
Ask to submit a fictional enquiry with missing routing information. The reviewer should see both the original request and why it could not be assigned. Agree who covers absences and how older items are highlighted. A clear fallback is more useful than an elaborate system that guesses a destination.
Plan the first improvement
An exception list needs to be part of somebody's ordinary working day. Decide where the reviewer will see it, what information they need and how a deputy takes over. If the list sits in a separate tool that nobody opens, naming an owner on paper will not help. Give each item a reason that a nontechnical colleague can understand, such as no service selected or two possible destinations. The reviewer should be able to make a documented assignment without editing technical settings.
Use the first few reviewed examples to improve form wording or categories where appropriate. Some ambiguity will remain because people do not always describe their needs in your internal language. Keep the human route for those cases instead of trying to make every request fit automatically. During a review, pay attention to the oldest unresolved item and any case passed between reviewers. Those reveal whether the fallback genuinely helps the person who contacted you.
How to check the result
Measure unclassified requests waiting without an owner.
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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