1. Confirm operating context Before a material event, confirm the active tenant, period, jurisdiction, scope, authorized user, and approved release version.
2. Resolve source blockers Correct readiness issues in the owning HR, payroll, finance, inventory, security, or configuration workflow. Do not hide an unexplained blocker with an override.
3. Validate before execution Use payroll preview, finance review, reconciliation, inventory count controls, POS test procedures, connector test actions, or webhook delivery checks before committing work.
4. During an incident Use the Support Hub status area and protected case as the source of truth. Avoid duplicate submissions and preserve the exact time, record, and error evidence.