WorkRoute Guide

How to identify a system of record

Decide which system should be trusted as the source of truth for customer, employee, contract, or operational data.

Background

When the same information is stored in multiple systems, teams need to know which one is the trusted update source.

What to organize

For a specific information domain, the system of record should be treated as the authoritative source.

How to try it in EZ-WK

CSV exports, backups, and shared-folder files may be necessary, but they should not be confused with the authoritative source.

What to check

WorkRoute helps define information domains and mark cards that keep residual or reference copies.

Next step

You can start with a sample before entering your own form or system structure.