The decision
Use a practical source taxonomy with a clear unknown option and a documented correction process. Avoid forcing staff to guess a source that the enquirer has not provided.
Rehearse this before accepting the change
Enter fictional referrals using abbreviations, missing sources and renamed organisations. Check whether the report groups them consistently without inventing certainty.
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 the proportion of enquiries with a confirmed usable referral-source category.
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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