Interactive walkthrough · 11 steps

Walk through a pharmaceutical licensing file.

Build the credential file, activate it, handle two exceptions, and leave the audit record behind.

• Wholesale distribution, controlled substances
• Eleven steps, planning through audit record

What happens in the walkthrough.

One customer file, from the moment the request arrives to the record it leaves behind.

1. 01 Start from the request, not the inbox The workflow opens from a template that already carries the tasks, the timing and the rules. In practice a customer submits a product request form and the matching procedure applies itself from what they asked for.
2. 02 Set the file variables The requirement set is derived from what the customer is buying and where it ships. Change the product line and the document list changes with it, so nobody has to remember which documents a Schedule II site in California needs.
3. 03 Review the task timeline The whole procedure in order: questionnaire, registry checks, site visit, threshold, credit, release. Every due diligence step the SOP already requires, sequenced and evidenced rather than living across six inboxes.
4. 04 Arm the notification rules Every credential on the account gets a countdown, and the warning goes out 60 days ahead — to you and to the customer. Set once on the template, applied to every file.
5. 05 Activate One button turns an agreed procedure into a monitored file. The requests go out on their own and the monitors start counting.
6. 06 Run it, and handle two exceptions A state license is caught 58 days from expiry by the monitor rather than by an order holding. Then a CSOS order arrives inside its threshold but bound to a different site than it ships to — LiveSOP^™ shows the order, the impact and the options the SOP allows, and stops.
7. 07 Leave the audit record Releasing a controlled substance against a registration is a regulatory determination, so the system surfaces, matches and routes but does not decide. The decision, its reason and its owner are captured as it happens and retained for six years without anyone assembling it.

Bring the procedure you think will break it.