Software & apps · Planning worksheet

Retiring outdated healthcare documents

Illustrative situation

An old referral form remains linked from several internal pages after a replacement launches.

The decision

Treat retirement as a managed change. Identify links, notify users and preserve only the historical copies your organisation has decided to retain.

Rehearse this before accepting the change

Follow an old bookmark; staff should understand that the document is no longer current.

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 old-document usage after the replacement becomes available.

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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