Configuration should change deliberately. A recurring review helps distinguish a training problem from a model that no longer reflects the union’s work.
Step 01
Collect evidence
Review support questions, workarounds, unused values, duplicate types, access concerns and reporting gaps.
Step 02
Assess impact
Identify affected records, integrations, reports, permissions and public or member experiences before approving a change.
Step 03
Test and communicate
Verify representative workflows, document the decision and explain the effect to the people who maintain the data.