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Workspace Guidance

Follow the customer journey from preparing your spreadsheet to reviewing and downloading results.

Operational sequence

Complete campaign journey

Complete these stages in order to keep the campaign, progress, and results clear and consistent.

Prepare the spreadsheet

Use the current approved template, one submitted record per row, and populate all reliable fields available to your organisation. Account or reference numbers help reconnect outputs to your records but are not treated as public-search evidence.

Name and upload

Enter a meaningful campaign name, select the completed spreadsheet, and resolve any format or validation message before proceeding.

Confirm authorisation

Confirm that the records are being processed for an approved, lawful, and proportionate business purpose.

Start Review

Start Review creates and submits one campaign. Wait for the Workspace confirmation before refreshing or trying again.

Monitor progress

Use the status, processed count, and messages together. A slow record does not necessarily mean that the whole campaign has stopped.

Review and export

Review confidence, evidence links, blank fields, and manual-review guidance before downloading or using results.

One meaning per button

Campaign controls

Wait for confirmation before assuming that a control has completed.

Start Review

Creates and submits a new campaign only when no unresolved campaign is linked to the account.

Pause

Requests a safe pause. Confirmed progress remains available when you are ready to continue.

Resume

Continues the same paused or interrupted campaign from its last confirmed progress.

Stop

Cancels unfinished processing and releases the campaign so a new one can be started. Completed results may remain available for review.

Avoid dead ends

Recovery and account behaviour

Why is Resume shown instead of Start?

UONE has found an unfinished campaign associated with your account. Resume it or use the confirmed Stop process before creating a new campaign.

Can I sign out while processing continues?

Yes. After the Workspace confirms acceptance, the campaign can continue when you sign out. Signing out does not cancel the campaign.

What should I do after a connection error?

Read the message shown and avoid starting the same campaign again. Reload only when advised, then continue from the progress displayed in the Workspace.

When should I download results?

Download after the Workspace confirms that results are available. Review partial or completed status so your team understands whether the export is final.

Open the secure Workspace

Sign in only when you are ready to prepare or recover an authorised campaign.

Open Workspace