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Concept: Mapping a Document Workflow

Before you can improve a workflow, you need to be able to map it. This lesson covers how to document a document/approval workflow step by step: who touches it, what decision gets made at each point, and where handoffs happen.

  • Reading and drawing a simple swimlane/flow diagram
  • Identifying decision points vs. simple handoffs
  • Spotting where a workflow commonly breaks down

You'll map a real department workflow in the practice activities that follow.

Foundational content on mapping a document workflow.

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