How do I find workflow assets whose approved client identifier differs from their destination?
Use opaque client codes and one destination per row. An unassigned asset is held until reviewed. No data is transmitted.
Open Client Boundary CheckTry the worked example
These are the example inputs from Client Boundary Check. Replace them in the tool to run your own case.
| Asset code | Approved client | Destination client | Approval |
|---|---|---|---|
| T1 | Blue | Blue | current |
| T2 | Blue | Amber | current |
| T3 | Amber | - | revoked |
Example result
2 assets held
Who uses this?
Client operations lead. The free online tool runs the calculation in your browser. To edit the files and use the tools offline in one business, see the €49 offline edition.
Where the idea came from
Find workflow assets whose approved client identifier differs from their destination. The creator describes separating work by customer and using a checked delivery procedure. Benchcraft designed this tool’s inputs, decision rule and example for this office task.
Original video