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How do I decide what data my workflow should capture?

Learn how to decide which questions and data points belong in a workflow so it supports reporting, compliance, and real program decisions.

Written by Lauren Baird
Updated this week

Answer

Decide what data your workflow should capture based on what you need to report on, act on, or prove. The best workflows collect only the information needed to support decisions, compliance, follow-up, and trend analysis.

A good rule is: if you cannot clearly explain why a question exists or how the answer will be used, that question probably does not belong in the workflow.


Steps

Start with the outcome

  1. Identify what the workflow is meant to accomplish.

  2. Decide what decisions the data should support.

  3. Confirm who will review the data and what they will do with it.

Choose only useful data points

  1. Include questions that confirm what happened, what was observed, or what was found.

  2. Include questions that identify hazards, risks, gaps, or exceptions.

  3. Include questions that support follow-up when action may be needed.

  4. Include data points that should be reported consistently across similar workflows.

Keep the workflow usable

  1. Use clear, specific questions.

  2. Keep wording consistent across similar workflows.

  3. Capture only the level of detail needed.

  4. Prefer simple answer formats when they will meet the need.

Review before publishing

  1. Check whether each question supports action, reporting, or compliance.

  2. Remove questions that are rarely used or do not drive a clear outcome.

  3. Confirm the workflow balances insight with ease of completion.

Additional Details

  • Good workflow data should help you:

    • understand what happened

    • identify trends

    • trigger action when needed

    • support reliable reporting

  • Avoid questions that:

    • are “nice to have” but not actually used

    • duplicate information captured somewhere else

    • require long text when a simple selection would work

    • add effort without improving decisions

  • More questions do not automatically produce better data.

  • Strong workflows are easy to complete correctly and produce data that people actually review and use.


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