Pause the affected work
Stop the schedule or workflow involved and identify the customer, record, message, or connected action that needs attention.
Correct the result
- Fix the connected business record when needed.
- Correct or replace the customer-facing message.
- Review recent runs of the same job.
- Disconnect or reconnect the provider account when the connection is involved.
Bring in the right people
Name one person to coordinate the response. Contact Workforce AI support for account or service issues, and involve the appropriate business, security, privacy, or professional adviser when the situation calls for it.
Improve the next run
Update the source information, employee instruction, schedule, connection, or approval step that shaped the result. Run a recent example again and confirm the corrected workflow before returning it to its regular schedule.
Keep the useful record
Save the key facts: what happened, which work was affected, what was corrected, and what changed in the workflow. That record makes future support and improvement faster.
