Guides by process

The same Lattice documentation, organized by process. Each guide walks through one process from start to end, in order, names the role that does each stage and how you know the stage is done, and links to the goal on the role page that holds the steps. Use a process guide the first time you do something, or when several people take part; use the role pages when you already know what you want to do.

Process	Outcome	Who takes part	How often
Set up Lattice in an environment	Lattice installed, secured, configured and checked, ready for the first integration.	Administrator, data management consultant, developer, operator	Once per environment
Onboard a new integration	An external system calling Lattice in production, with its own identity and monitoring in place.	Developer, administrator, operator	Once per integration
Monitor integrations every day	Failures, backlogs and silent senders found the same day.	Operator, administrator	Every day, with a weekly review
Respond to a failed integration	A failure found, understood, fixed and reprocessed, and kept from happening again.	Operator, administrator, developer, data management consultant	When something fails
Run recurring data jobs	Recurring imports and exports set up, watched and repaired, with alerts when a job's health changes.	Data management consultant, administrator, operator	Per job, then every day
Migrate data in bulk	Data loaded with data management and set-based entities, journals posted and the result reconciled.	Data management consultant, administrator, developer	Per migration, and per rehearsal
Take a Lattice or Finance and Operations update	An update deployed with configuration, mappings, background processes and events checked before and after.	Administrator, data management consultant, developer, operator	Per release, in each environment
Review integration access and activity	Who can do what, and who did what, reviewed and recorded.	Administrator, database access administrator, read-only reviewer	On a schedule you set, and when someone leaves

The step-by-step walkthroughs of single business outcomes (a sales order to invoice, a vendor payment, a bulk journal import) are the scenarios.