Software & apps · Planning worksheet

Contract documents: preserve the agreed version

Illustrative situation

Teams use different copies of a supplier agreement and cannot identify which amendment applies.

The decision

Separate drafts, executed documents and later variations. Ask the organisation's appropriate advisers to resolve legal interpretation; the system should make the document history easy to inspect.

Rehearse this before accepting the change

Upload a newer draft; it must not silently become the agreed contract.

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

Track documents whose status or relationship to the agreement is unclear.

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.

Healthcare software workflow connecting task cards, a checklist and a database.
Map the work and the information it depends on.
Healthcare AI review with a draft document, source folder, inspection lens and approval checks.
Verify suggested output against appropriate sources.
Healthcare software handover with a code folder, configuration controls, key and maintenance notebook.
Agree ownership, configuration and ongoing maintenance.

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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