Placement Under Duress (generic process)

From WFM Labs

Placement Under Duress (generic process) is the generic process card, GP-502, for moving work between nodes when a severity 1 or 2 event has removed part of the supply or the demand picture. It is the second product of the continuity wire described on Integrated Global Resource Optimization Center, which states the principle this card implements: continuity is placement under duress, a sudden change in the constraint set answered by re-deriving placement rather than by executing a static binder. Business continuity is a partner function; it decides activation and holds the command structure, and this card does not. The card owns its method: the archive of configurations pre-computed per event class, the placement gate of The Placement Gate run in its emergency form, the rule that every emergency placement carries a dated expiry, and the unwind. It is called by step 8 of Crisis Trigger and Re-Plan (generic process) and is part of Process Standardization, under the continuity-interface section of the function catalog in Anatomy of a ROC Standard.

The archive is the card's distinctive object. The business-continuity standard requires continuity strategies and solutions to be determined and selected before a disruption, not during it,[1] and the resilience literature's case studies attribute much of the difference between firms that recover from a supply disruption and those that do not to preparation made before the event;[2] the archive is that preparation for placement, taken through the ordinary gate when there is time and re-run under the emergency rules when there is not.

Process profile

The profile extends the L0 identity fields of Process Decomposition (L0–L3). Local values are held by the deploying function and marked SET LOCALLY.

Field Generic value
Card GP-502 · local card id assigned by the standards committee at deployment
Class both: the placement runs on the real-time clock; the archive refresh on the strategic clock
Trigger a crisis re-plan (GP-501) that calls the placement lever; the archive refresh on its cadence
Cadence event-driven; the archive is refreshed quarterly against the current constraint register (SET LOCALLY; quarterly is typical [A]) and after every post-event review
Scope in the archive; the emergency gate; the placement order; the expiry register; the unwind; the archive refresh
Scope out activation and command (the continuity owner's); the routine gate (Placement Decision Through the Gate (generic process)); the routing change's mechanics (Vendor Change Control for Routing); contract negotiation
Inputs the re-plan; the archive entry for the event class; the constraint register and supply cards of Placement Engine Architecture; the capability record (skills, languages, permissions); the expiry register
Outputs the gate output page in emergency form; the placement order (what moves where, from when, until when); the expiry register entry; the unwind order; the archive revision and the recompute-log entry
Upstream GP-501; the placement function's register and cards; the capability record
Downstream the node owners who receive the work; routing change control; the real-time desk; the continuity command (informed); GP-501 step 13 (the unwind)
Resources the archive; the constraint register; the capability record; the routing change path; the expiry register. Platforms are named at L3, never here
Decision points is there an archive entry; are its pre-run tests still current; does a never-suspended test fail; does the move exceed the tier; extend or unwind at expiry
Authority tier moves inside the archive at tier 3, the ROC duty lead; moves outside the archive or across a contractual boundary at tier 4, the function head; a move that changes a client promise to the executive sponsor by exception; all of this where leadership has given the wire authority to move work; otherwise the order goes as a proposal to operations and the continuity command
Risk and compliance flags contractual eligibility (consent, data residency, service credits); language viability; data-access permissions at the receiving node; cross-border employment rules; an emergency placement that outlives its event
Variant-prone steps the gate where a jurisdiction requires works-council notice before work moves; the order where a client requires consent; the routing step where a partner platform is not integrated
Automation candidates eight L2 sub-steps (listed below)

L1 flow

  1. Receive the placement call from the re-plan, with the scope and the gap by node. Owner: the placement lead.
  2. Does the archive hold a configuration for this event class? If not, run the emergency gate from the register and log the archive gap. Owner: the placement lead.
  3. Load the entry: bodies of work, destination nodes, routing changes, and the tests pre-run with their dates. Owner: the placement analyst.
  4. Are the pre-run tests still current against the register's dates? Re-run any stale row. Owner: the placement analyst.
  5. Run the emergency gate: contractual eligibility and language viability always; continuity in its reversed form (does the move concentrate the surviving work on one node); pooling cost, coverage floor and construct fit suspended and recorded as suspended-by-policy, never silently skipped; the mark is distinct from the gate's cannot-run, which names a missing input. Owner: the placement analyst.
  6. Does a never-suspended test fail? If yes, the move is unavailable; return to the re-plan for another lever. Owner: the placement lead.
  7. Set the expiry: a date and time on every emergency placement, with a review before it. Owner: the placement lead.
  8. Does the move exceed tier 3? If yes, to the function head; if a client promise changes, to the executive sponsor. Owner: the ROC duty lead.
  9. Issue the order: where leadership has given the wire authority to move work, to the node owners, and raise the routing change; otherwise as a proposal to operations and the continuity command, and raise the change on their acceptance. Owner: the placement lead.
  10. Confirm the move landed: routing, capability record, the receiving node's acknowledgement. Owner: the real-time analyst.
  11. At the review before expiry: is the re-plan still active? If yes, extend with a stated reason and a new date; if no, unwind. Owner: the placement lead.
  12. Unwind: reverse the routing change, return the work, confirm, close the order. Owner: the placement lead.
  13. Record the outcome in the recompute log and revise the archive entry. Owner: the placement analyst.
  14. Refresh the archive on cadence: re-run every entry's tests against the current register and cards. Owner: the placement analyst.

L2 step table

Step Sub-step Owner (seat) Inputs Outputs Duration Automation candidate Documentation join key
1 1.1 Log the call with the re-plan version placement lead re-plan placement call entry minutes N order template
2 2.1 Look up the event class in the archive index placement lead event class entry, or gap logged minutes N archive index
3 3.1 Load bodies of work, destinations, routing changes, pre-run tests placement analyst archive entry loaded configuration minutes N archive entry template
4 4.1 Compare each pre-run test's date to its register rows placement analyst entry, register current or stale per test minutes Y currency check
4 4.2 Re-run stale tests placement analyst register, cards refreshed results SET LOCALLY Y (compute) gate checklist
5 5.1 Read contractual eligibility from the register for each body of work and destination placement analyst register pass or fail, clause cited minutes Y (lookup) gate checklist
5 5.2 Test language viability at each destination placement analyst capability record pass or fail per language minutes Y (compute) gate checklist
5 5.3 Record suspended tests as suspended-by-policy placement analyst — output page rows minutes N gate checklist
6 6.1 Decide availability of the move placement lead output page available, or returned to GP-501 minutes N gate checklist
7 7.1 Set expiry and review date; enter in the register placement lead order expiry entry minutes N expiry register
8 8.1 Sign at tier 3, or obtain tier 4 sign-off where required ROC duty lead, function head order, output page signed order SET LOCALLY N order template
9 9.1 Issue the order, or the proposal where the wire carries no authority; raise the routing change placement lead signed order order issued, change raised SET LOCALLY Y (draft) order template
10 10.1 Verify routing, capability record and acknowledgement real-time analyst routing state, record landed, or exception SET LOCALLY Y (verify) landing checklist
11 11.1 Review before expiry; extend with reason or unwind placement lead re-plan status extension entry or unwind order minutes N expiry register
12 12.1 Reverse the routing change; return work; confirm; close placement lead order closed order SET LOCALLY N unwind checklist
13 13.1 Write the recompute-log entry; revise the archive placement analyst outcome log entry, revision SET LOCALLY Y (draft) recompute log
14 14.1 Re-run every entry's tests; retire entries that fail placement analyst register, cards refreshed archive, gap list per cadence Y (compute) archive refresh procedure

Variants

Recorded per Standard and Variant in Process Documentation:

  • Statutory. Data-residency and cross-border employment limits are register entries that the eligibility test reads; SET LOCALLY, no row. A jurisdiction whose works council must be informed before work moves inserts a notification step between steps 8 and 9, owned by the works-council liaison, approved by the function head.
  • Contractual. A client that forbids overflow is a register entry, no row. A client that requires consent before relocation inserts a consent step before step 9 under a variant row, reviewed at contract renewal.
  • Structural. A destination whose partner platform takes no routing change from the function varies step 9 to a manual hand-off through the partner's oversight owner, with a review date.
  • Transitional. A unit from a predecessor organization whose archive is still in its old form keeps it under a variant row with an expiry at the first archive refresh on the shared register.

L3 register

Job aid Anchored to Form
The archive index and the entry template steps 2 to 3 work instruction
The currency check against register dates step 4 work instruction
The emergency gate checklist: suspended-by-policy, never suspended, reversed step 5 runbook
The expiry register and its review alarms steps 7 and 11 work instruction
The placement order template and tier table steps 8 to 9 work instruction
The landing checklist step 10 runbook
The unwind checklist step 12 runbook
The archive refresh procedure and gap log steps 13 to 14 playbook

Automation candidates

Flagged at L2 per Process Decomposition (L0–L3); released per class of action on a published catch rate per Human Gates and Number Grades. The eight rows marked Y are ranked by how easy a catch rate is to publish for each.

  1. The currency check (4.1): a date comparison, and a stale pre-run test is the commonest way an archive entry fails [A].
  2. The eligibility lookup (5.1): a clause read from the register; after #1 because it depends on the register row being current.
  3. The language-viability computation (5.2): coverage against the capability record; after #2 because the record drifts between refreshes.
  4. The stale-test re-run (4.2): after #3 because it re-runs whichever test went stale, because it can re-run any of the six tests, so no single catch rate covers it.
  5. The archive refresh (14.1): the same re-run on a calendar across every entry; after #4 because errors accumulate before anyone reads the result.
  6. The landing verification (10.1): routing and record state compared to the order; after #5 because routing state is read from platforms that differ per node.
  7. The order draft (9.1): assembled, then signed; after #6 because its output is a document whose errors are found by the signer, not by rule.
  8. The recompute-log entry (13.1): written after the event; last because a miss there is cheap and slow to detect.

The extension decision (11.1) is never a candidate. It is the point at which an emergency placement becomes a permanent one; the expiry rule generalizes the convention on Standard and Variant in Process Documentation that an accommodated variation without a date is never retired, and the staffing penalty of a split pool that was acceptable for a week is paid every week it outlives its event.[3] The availability decision (6.1) also stays human, because a hard constraint excludes and never lowers a score, principle 2 of Operating Principles for Work Placement, and the person signing must see the clause.

Maturity Model Position

Four scales on this wiki use the word level; the launch page states which is which. On the WFM Labs Maturity Model™ a function that moves work in a crisis through a written order with an expiry is at Level 2; one with an archive refreshed on cadence and an emergency gate that records suspended-by-policy is at Level 3; one whose emergency gate runs with all five outcomes, whose archive is current and whose trigger log is kept by hand is at Level 4; one whose archive is re-run by the placement engine's automated recompute on the trigger classes is at Level 5, where Placement Engine Architecture places that recompute.

See Also

References

  1. ↑ International Organization for Standardization. ISO 22301:2019 Security and resilience — Business continuity management systems — Requirements, clause 8.3 (business continuity strategies and solutions).
  2. ↑ Sheffi, Y. (2005). The Resilient Enterprise: Overcoming Vulnerability for Competitive Advantage. MIT Press.
  3. ↑ Wallace, R. B., & Whitt, W. (2005). "A Staffing Algorithm for Call Centers with Skill-Based Routing". Manufacturing & Service Operations Management 7(4), 396–413. On the staffing cost of splitting pools and its reduction by limited cross-training.