The decision
Set the permitted use and information-handling arrangements before enabling capture. Explain the workflow to participants through the organisation's approved process and keep sensitive content appropriately controlled.
Rehearse this before accepting the change
Rehearse a meeting outside the approved scope and confirm capture is not assumed.
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 notes created without a clear authorised purpose.
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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