07 / FIRST ENGAGEMENTChoose the reporting boundary your team is ready to own
The first engagement should make one reporting decision easier without quietly expanding into production access. Compare the inputs, deliverable, approval boundary and acceptance evidence before choosing the starting point.
Read-only report preparation
Bring: the weekly pack, its source list, record-matching rule and examples of missing or stale updates.
Receive: a reconciled draft report that identifies conflicts, source gaps and questions for the project owner.
Boundary: no source record is changed and no prepared action is sent. Your reporting lead approves the pack.
Accept it when: agreed sample cases trace back to their sources, exceptions are visible and the reporting lead can repeat the review.
Reviewed action preparation
Bring: the accepted report, decision rules, action templates and the named owner for each unresolved exception.
Receive: draft questions or next actions attached to the relevant record and ready for an authorised person to review.
Boundary: the workflow prepares work but does not send messages, update systems or approve its own recommendations.
Accept it when: every draft shows its source, intended owner and required approval, including a safe path when information is incomplete.
Separately approved record updates
Bring: an accepted read-only workflow, explicit write rules, a test environment where available, rollback requirements and named system owners.
Receive: a separately scoped update step for the exact approved fields, with an audit trail and failed-write handling.
Boundary: production writes remain off until the responsible owner approves the scope and acceptance plan. Reporting access does not become update authority.
Accept it when: permitted changes, rejected changes, duplicates and rollback are demonstrated against agreed cases, and a support owner is named for handover.