Name the procedure version and unanswered question.
Staff can give different answers from the same procedure. Put the supplied versions, the conflicting instruction and the acceptance role in one file before choosing an answer.
The review question and the inputs.
For an operations owner reviewing a desk procedure or the sources used by a knowledge assistant.
- The permitted procedure excerpts and stated versions
- The selected desk or workflow and its staff question
- The relevant source approval or ownership record
- The conflicting answer or missing instruction, with restricted data removed
The file your team keeps.
A six-column file of the procedure use, source evidence and open question A source register recording supplied versions and approval questions
Six columns: Use, Where it runs, Data it can touch, Owner, Evidence on hand, Question still open. The institution fills the decision line.
How the procedure version works.
Locate the supplied versions
Record the excerpts, version labels and approval evidence supplied for the desk. Leave the source authority open when the approval record is missing.
Compare the instructions
Read the staff question against each supplied excerpt. Keep the conflicting instruction and unsupported answer visible.
Name the unanswered path
State the question the supplied text cannot settle. Ask the procedure owner to define the exception or escalation path before staff use an answer.
Record source acceptance
The institution's reviewer marks the source that controls the desk and the question that remains open. Keep the reviewer role beside the accepted version.
Read a short evidence row.
Illustrative inputs, not a client.
| Use | Where it runs | Data it can touch | Owner | Evidence on hand | Question still open |
|---|---|---|---|---|---|
| Staff procedure answer at an agreed desk | The institution's declared desk workflow | Supplied procedure text, excluding member and account data | Institution procedure owner to be named | Two supplied excerpts and their stated versions | Which source controls, and which answer needs an accepted exception path? |
Decision: ________________________
Who signs off on the file.
The institution's procedure owner and operations reviewer, with compliance review where the procedure requires it.
Two to four weeks. Timing starts when the agreed inputs and review owner are available.
The method and scope.
Fee fixed in writing after one working session.
A review prepares a file. It does not certify compliance, give a legal opinion or connect to a core.
Start with the AI review on the calendar.
Bring the review question, deadline and accountable role. We reply to business inquiries within one business day.
Request a call Email info@llmsquared.com