Fields and purpose
List the necessary information and why each item is needed. Separate optional details and records requiring another approved channel.
Information planning
Agree on the information needed and who can use it.
Prepare these questions before adding forms, private documents or connected tools.
People, vendors and locations
Identify who may view, change or export records and the software, hosting, support and remote access involved.
Client and adviser decisions
Your organisation and qualified reviewers determine roles, transfers, retention, deletion, incident and other professional requirements. Faith Forge Labs develops the confirmed behaviour.
AI and test information
For an approved AI task, define inputs, vendor settings, useful checks and human review. Use fictional examples until any real-data access is approved.
Find the official privacy research links or read this site's inquiry disclosure.