Deployment and data scope
Confirm the specific environment and information types authorized for your use case.
Trust and information handling
Match the environment to the work.
Begin an evaluation with public or appropriately sanitized material. Before using company or restricted information, confirm the applicable environment, access, and data-handling terms.
Know what evidence you can inspect and what information you can use.
Source visibility and a named decision owner help your team review the work. Deployment and information-handling requirements need their own explicit review.
Access and use
Review role access, data use, model providers, retention, deletion, and the treatment of customer material.
Evidence and accountability
Check sources, assumptions, unresolved gaps, and who approves the result before it is used externally.
Current documentation
Request the current scope and supporting documentation for any security, assessment, or authorization claim relevant to the work.
Use the first trial to assess the work.
Public customer records and a sanitized pursuit are useful starting points. If a workflow requires additional access or a different environment, define that requirement before supplying the material.