The decision
Define the record reference and association checks as part of the exchange. File arrival alone should not be treated as a successful business handover.
Rehearse this before accepting the change
Transfer two fictional files for similarly named records.
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
Count attachments requiring reassignment after transfer.
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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