Leadership report · Decisions, conditions and current uses
| Tool / request | Recorded decision | Reviewer |
|---|---|---|
| CodeDraft | Approved with conditionsReason: vendor assessment attached and inputs limited to synthetic configuration examples with no secrets. Condition: Engineer tests changes in an isolated environment; customer… | Service delivery manager |
| TicketNote | DeclinedReal-data pilot declined until permission and vendor review are complete. | Service delivery manager |
| SupportDraft | Approved with conditionsService delivery manager checks technical steps and removes customer identifiers; restricted to public or…Example of a gap the kit flags. No vendor assessment or reason recordedNext action: attach the vendor assessment, or record why the use is approved without one, before relying on this approval. | Service delivery manager |
Showing up to three most recently entered decisions of 3. 2 of 4 uses marked approved in the inventory have no decision record yet. Next action: record the reviewer, decision and conditions for each in Approvals. Entry order is not approval date. Read full conditions in the working record before acting.
| Tool / information boundary | Owner | Approval |
|---|---|---|
| SupportDraftPublic documentation and synthetic support tickets | Service delivery manager | Approved with conditions |
| TicketNoteCustomer contacts, infrastructure details and possible credentials | Service delivery manager | Declined |
| CodeDraftSynthetic configuration examples with no secrets | Service delivery manager | Approved with conditions |
| WriteAssistInternal operational notes only; no client records or personal data | Service operations lead | Approved |
| ResearchBriefPublished sources only; summaries are checked against the source before reuse | Service operations lead | Approved with conditions |
5 uses recorded. Full inventory and decision history remain in the dashboard and full-record export.
24 employees and 4 contractors across service desk, engineering and operations · Your team is introducing AI into customer support and needs clear rules.
Leadership report · Open work and accountable owners
| Action / risk | Owner | Due |
|---|---|---|
| Ticket-field redaction and customer permission remain unverifiedPause the use and obtain the missing evidence. | Service delivery manager | Oct 22, 2026 |
| A sample troubleshooting instruction has not been testedComplete the review and record the outcome. | Service delivery manager | Oct 22, 2026 |
| Two contractors have not confirmed tools or connector permissionsComplete the review and record the outcome. | Service delivery manager | Oct 22, 2026 |
Showing 3 of 3 open risks, ordered by recorded impact and due date. Full details remain in the working record.
Policy owner: Service operations lead. Next review: Oct 22, 2026.
Policy adoption recorded Oct 8, 2026.
0 of 12 readiness items have a recorded owner, evidence reference and In place status. This optional program view is separate from the decisions above.
Prepared by Service operations lead. Recorded decisions and excerpted notes, not independent assurance or certification. Use the full record for complete wording, supporting reviews and evidence references.