Data types
Documents and guides
Approved procedures and documents can explain the rules a team follows and the specialist knowledge a task needs.
A complete task has context.
Illustrative exampleThe request
A new team member needs to prepare a shipment with a special handling rule.
The work
The procedure explains the checks, required documentation, and escalation point.
The result
The shipment passes the recorded checks and is released.
A buyer might study specialist reasoning or instruction-following. The version and authority of a document matter as much as its length.
What to inventory
Internal procedures, training materials, technical guides, templates, and selected project documents.
- Current versions and a record of changes
- Clear titles, owners, and subject areas
- Examples of a procedure applied to actual work
What to review
- Did the business create the content or obtain licensing rights?
- Does a document include third-party material or confidential methods?
- Can the buyer tell current guidance from retired instructions?
Your records are a good place to start.
Tell us what your team records. We will help you understand the next questions to ask.