Optical Store: digital workflow guide

Start digitalizing Optical Store by making clear which record passes from whom to whom. Link frame/lens orders to measurements, lab requests, collection checks, and adjustments.

Workflow boundaries

Record fields and ownership

For Optical Store, link customer/order, measurement, and lab records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Link frame/lens orders to measurements, lab requests, collection checks, and adjustments. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.