EXAMPLE / CONTEXT
A question about a service request
- What is known
- The requester has described the task but has not supplied a source reference.
- What needs checking
- Whether this is new work or a follow-up to an existing inquiry.
- The next action
- Ask for the earlier reference before creating a separate item.
A useful record preserves the uncertainty. It does not turn an unanswered question into an assumed fact.
EXAMPLE / HANDOVER
The next person needs a starting point
- Current position
- A clarification has been requested. A reply is still outstanding.
- Responsibility
- The coordinator is responsible for reviewing the reply before assigning the work.
- What to preserve
- The original description and the unanswered reference question.
A handover explains the next action and who holds it. An assignment field on its own may not be enough.
EXAMPLE / OUTCOME
A duplicate can close without disappearing
- Clarification received
- The inquiry relates to an existing item.
- Recorded outcome
- Closed as a duplicate, with a reference to the continuing record.
- Where work continues
- The earlier record holds the next action and the relevant correspondence.
Closure explains what happened. Retaining or deleting the information is a separate decision for the information owner.
Invented content for explanation. No requests are created or sent, and no customer information is shown.
The context view is shown.