AI & automation · Planning worksheet

Automation versioning: know what is running

Illustrative situation

A supplier updates a workflow and the team cannot identify which rule set produced a disputed result.

The decision

Keep versions, release dates and change reasons linked to the operating workflow. Make it possible to trace an event to the configuration that handled it.

Rehearse this before accepting the change

Investigate a fictional event from before the latest release.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Measure investigations delayed by missing version information.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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