Every step pattern, and whether a person keeps it
133 step patterns the register recognises: 45 re-keying, 43 decisions, 15 approvals, 30 exceptions. 88 carry a hand-over verdict by default and 45 a keep. Each page names the verdict, what you lose sight of when the step is handed over, the first thing to log, and the ISO 9001 and ISO/IEC 42001 clauses it is evidence for.
Re-keying 45
export, copy, type or forward: the data already exists on one side. All 45 are hand over by default.
Download a file and upload it to a shared drive or portalExport from one system and import into anotherPrint a document, then scan or photograph it back inType delivery addresses into a portal or systemBook dock or delivery slots by phone or emailRe-key customs declarations from the commercial documentsRe-key EDI messages that failed or were never set upMatch and enter carrier invoices against shipments by handPost cycle count results into the ERP after counting in the WMSWrite stock counts on paper or a spreadsheet, then enter themCopy tracking numbers into the CRM or order recordCheck a portal and copy the status back into the systemEnter proof-of-delivery confirmations into the systemRe-key orders into the carrier portalEnter purchase orders into the ERP by handType customer orders from email into the order systemEnter supplier invoices into the finance systemKey advance shipping notices into the WMSEnter goods receipts into the ERP after the WMSCopy pick or dispatch lists into a spreadsheetUpdate a tracking spreadsheet by handAttach a report to an email and send itForward emails to the person or team who handles themType shipment details into the label printer or labelling softwareEnter returns or RMAs into the systemEnter production output or run data into the MES or ERPEnter timesheets or hours from paper into the payroll or HR systemRe-enter forecasts or demand figures into the planning toolTranscribe quality or inspection results into the systemCreate tickets or tasks from emails and messagesPost status updates into Slack, Teams or a group chat by handKey weights and dimensions from the scale into the systemLog call outcomes or customer contacts in the CRM afterwardsConvert quotes or estimates into orders by re-typing themEnter serial or batch numbers by handUpdate prices or product data across systems by handRe-key bill of materials or spec changes into the ERPKeep a backorder or shortage list in a spreadsheetPull marketplace or web shop orders into the order system by handEnter payments or remittances into the banking portal by handEnter instructions into a 3PL, supplier or customer portalScan and file paperwork into foldersCopy and paste data between two systemsRe-enter the same data into a second systemTransfer or move records from one system to another
Decision 43
a rule applied to a record. Verdict per pattern; a keep decision becomes hand over once the line names its rule.
Match the invoice to the purchase order and the receipthand overCheck the customer credit limit or account statushand overCheck the supplier or carrier is on the approved listhand overCheck dangerous goods, hazmat or handling restrictionshand overCheck expiry dates, shelf life or FEFOhand overClassify goods for customs (HS or tariff code)keepCheck minimum order quantities, pack sizes or multipleshand overCheck stock availability before confirming an orderhand overValidate or correct the delivery addresshand overReconcile counts between two systems or a system and a counthand overClassify freight or choose the service levelhand overAssign the carrier or routehand overPrioritise or sequence orders for picking or dispatchkeepCalculate shipping cost, landed cost or a chargehand overLook up lead times or delivery dateshand overDecide whether a requested delivery date can be metkeepAllocate stock to orders when there is not enough for everyonekeepChoose which warehouse or site fulfils the orderhand overDecide whether to split, hold or part-ship an orderkeepCompare supplier or carrier quotes and choose onekeepVerify serial numbers, barcodes or part numbers matchhand overCheck quantities against the order, packing list or delivery notehand overCheck declared weight against actual weighthand overApply pricing, discount or contract terms to an orderhand overDecide what to reorder and how muchkeepChoose packaging, carton size or pallet buildhand overPlan delivery routes or drop sequencehand overAssign work to pickers, packers or a teamhand overDecide whether to backorder, substitute or cancel a linekeepCheck the customer PO number or order reference is present and validhand overCheck for duplicate orders or duplicate entrieshand overCheck prices on the order or invoice are correcthand overDetermine tax, VAT, GST or duty on a transactionhand overCheck the required documents are present and completehand overDecide whether to expedite or upgrade the freightkeepAssess damage or condition on receipt or returnkeepCategorise the return reason or complaint typekeepDecide whether to consolidate orders or shipmentshand overVerify or check a value against a sourcehand overClassify, code or categorise a recordkeepLook up a value in another system or a referencehand overCalculate or work out a figurehand overDecide or judge something with no written rulekeep
Approval 15
a name put to a decision. All 15 are keep by default.
Release orders held on creditSign the delivery note or proof of deliverySign or lodge the customs declarationApprove a new supplier, carrier or customer accountApprove changes to the production or delivery scheduleSign off cycle count variancesApprove stock adjustments or write-offsApprove expedited or premium freight spendApprove supplier invoices for paymentApprove purchase orders over a thresholdApprove returns, RMAs or credit notesSign off a shipment, batch or order releaseAuthorise overtime, extra shifts or agency labourApprove price exceptions, discounts or credits outside policyApprove, authorise or sign off a step
Exception 30
the case the process did not anticipate. Verdict per pattern; a keep decision becomes hand over once the line names its rule.
Fix a failed EDI message, integration error or file rejectionhand overHandle a carrier no-show, missed collection or failed pickupkeepDeal with a customs hold, inspection or clearance delaykeepChase a pending approval or sign-offhand overEscalate a stockout, line-down or urgent shortagehand overInvestigate a cycle count or stocktake variancehand overFix a label, barcode or paperwork errorhand overCorrect a wrong pick or a pick errorhand overWork around a system outage with a manual processhand overChase missing paperwork, certificates or documentskeepTell the customer about a backorder or delaykeepChase a supplier or carrier for a late delivery or missing itemkeepResolve a discrepancy on a receipt or deliverykeepCancel or merge a duplicate orderkeepProcess an undeliverable or returned-to-sender parcelkeepRebook or resolve a failed deliverykeepDeal with a short shipment or partial delivery to the customerkeepCall or email the customer about an address, detail or querykeepHandle damaged goods on receipt, in stock or in transitkeepInvestigate missing stock or a location that does not matchhand overResolve a price or invoice mismatch with a supplier or customerkeepInvestigate an over-shipment or over-deliverykeepWatch for and respond to alerts, errors or exceptions in a queuehand overHandle an urgent, same-day or rush orderhand overHandle a customer complaint or querykeepReject or refuse a delivery, order or requestkeepChase or follow up on something outstandingkeepInvestigate a problem or find out what went wronghand overFix, correct or resolve something by handhand overHandle a failure or exception (no owner or remedy named)hand over