The decision
Decide what information is necessary for the next administrative step and remove speculative fields. The organisation's responsible team should define handling arrangements for sensitive information.
Rehearse this before accepting the change
Try routing fictional enquiries using only the proposed required fields.
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 unnecessary follow-up caused by missing essential 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.
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Further reading
These primary sources provide additional context for the project decisions above.
Related decisions
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