C4 · DEL.6 → KNW.1–KNW.3 · Example design

Keep the method without exposing the client

Useful prior work can carry restrictions into the next case. Check what may be retained, what must stay out and who approves the method before anyone uses it again.

Run this workflow example ↗Discuss this kind of work ↗How a Blueprint is scoped

FROM THE FIRST RECORD TO THE NEXT REVIEWCompleted case → safe reusable method

For practice and knowledge owners. Example design, with the source, receiving owner and human review shown at each step. Your Blueprint’s three opportunities are selected after measurement.

01 / HANDOFF DESIGN

What goes in. What comes out. Who decides.

Select a stage to inspect the records it needs, the work it prepares and the person who accepts or returns it. Follow a role link to try its own fictional example.

C4 · DEL.6 → KNW.1–KNW.3EXAMPLE DESIGN · HUMAN REVIEW AT EACH STEP

Choose a step to see the input, prepared output and person who decides. The complete sequence remains available below.

Selected handoff / 01

Case closes

Engagement lead owns this step.

What goes in: Accepted case and obligations
What comes out: Close pack
Try a supporting role: Case coordinator
Allowed sources and actions: Case-specific close and retention terms
Who decides: Lead confirms closure

Other stop and return routes

A source correction, expiry or retirement goes to the method owner (KNW.3) for quarantine or update, affected-use review and a recorded new version or retirement decision.
No cross-client reuse occurs until the new case's rights and relevance are checked by its practitioner.

Read the full handoff and exception sequence

Case closes (DEL.6) — Engagement lead receives accepted case and obligations and produces close pack. The handoff is rights-check request. Lead confirms closure.
Reuse decision (KNW.1) — Rights owner receives agreement and source provenance and produces allowed, limited or no reuse. The handoff is approved reuse basis. Rights owner decides.
Curated asset (KNW.1) — Knowledge owner receives permitted content and limits and produces redacted draft asset. The handoff is reviewable method version. Method owner approves meaning.
Current method (KNW.3) — Method owner receives approved version and expiry and produces published or retired method. The handoff is version and permission metadata. Owner approves publication/retirement.
Permitted reuse (KNW.2) — Practitioner receives current method and new case rights and produces cited relevant source or rejection. This is the recorded outcome. Practitioner verifies fit.

Return path: Reuse rights revoked sends work from Permitted reuse to Reuse decision.

A source correction, expiry or retirement goes to the method owner (KNW.3) for quarantine or update, affected-use review and a recorded new version or retirement decision.

No cross-client reuse occurs until the new case's rights and relevance are checked by its practitioner.

02 / WHY ASSESS IT

What would make this worth changing?

Future preparation may become easier when current sources are findable; a larger library alone is not measured value.

MEASUREMENT BASIS

Records to inspect

Close pack, client rights, redaction decision, method approval, version register and future-use review.

STOP / RETURN

Where it can fail

No reuse right stops capture. Correction, expiry, withdrawal or deletion quarantines the asset and rechecks affected uses.

DESIGN ACCEPTANCE

Cases to test

Test permitted/non-permitted reuse, partial redaction, supersession, deletion and cross-client denial.

03 / SPECIALIST ROLES

Give each supporting role a clear job.

These candidate roles prepare specific parts of the work. Inspect the output and the reviewer before deciding whether a person, existing software, a rule or AI role is appropriate.

COORD

Case coordinator

Show who needs to act, what is overdue and which earlier decision is holding up the case.

Human review: The operations or account owner approves commitments and resolves missing cover. This example sends no reminders or reassignments.

Try this role’s example ↗

CURATOR

Knowledge curator

Prepare a reusable method from permitted material and show exactly what must be excluded.

Human review: Rights and method owners approve reuse and publication. Zero rights means no reusable asset; redaction cannot grant permission.

Try this role’s example ↗

CHECK

Quality checker

Compare the proposed output with the original evidence and explain each discrepancy.

Human review: The named reviewer decides whether to correct or issue the work. A clean check is not professional sign-off.

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TECH

Technical investigator

Read the authorised diagnostic record and propose a specific check for the technology owner.

Human review: Technology and risk owners authorise restoration and closure. Reviewing this diagnosis does not restore a system or approve client work.

Try this role’s example ↗

LIBRARIAN

Evidence librarian

Find the permitted passage, keep its version and flag anything that does not fit the question.

Human review: A qualified practitioner decides whether each source applies. A record from the wrong period remains a gap to resolve.

Try this role’s example ↗

All ten roles ↗

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