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2.2 Recommended workflow

1. Start with the first incomplete step, or select Resume from the required step. 2. Complete required fields only; do not enter unverified information merely to pass a step. 3. Review the settings summary before activation, especially sources and th

Version 1 · Last reviewed 2026-09-24

1. Start with the first incomplete step, or select Resume from the required step.

2. Complete required fields only; do not enter unverified information merely to pass a step.

3. Review the settings summary before activation, especially sources and the collection policy.

4. After the first collection, review evidence before relying on any metric or report.

5. Return to the Institution Journey whenever a gap appears or the institution’s objectives change.

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