Integrations and source ownership

• Evidence source. Agree the stable source record identifier and external reference for documents or observations brought into a checklist.
• Document store. Agree where supporting files live and how a document reference or receipt points to the retained original.
• People and accounts. Match named owners, operators and reviewers to the accounts they use for this work.

Review source-to-target field rules and effective dates before moving evidence into a definition. Keep a source identifier with each imported step observation so a repeat delivery can be recognized. For external work, retain the receipt identifier, source, date and evidence on the operation step. Compare a retry with the prior operation key and source revision before accepting its result. A failed or unresolved run should remain visible to the operations lead for investigation.

Plan the setup.