The decision
Create a maintained professional information sheet focused on scope, referral process and practical contacts. Use an approved channel for any individual referral details.
Rehearse this before accepting the change
Ask a colleague to identify the correct referral route using only the proposed sheet, then verify every contact and destination still works.
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Measure referral clarification requests caused by missing or outdated administrative information.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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