Direct answer: Classify activities green/amber/red; implement clean-team rules before data rooms open to business teams.
Method
Use the parent five questions: Decision · Rule · Clock · Evidence · Action. Preliminary outputs only: filing screen, below-threshold assessment, conduct review, escalate, insufficient facts.
Checklist
- [ ] Facts mapped to parent triage table
- [ ] Controlling instrument identified (status badge)
- [ ] Clock / sequence noted (legal vs planning)
- [ ] Evidence list drafted
- [ ] Parent handoff pack completed