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Acceptance checklist · AI automation

Report distribution: acceptance checklist

Define how to recognise a usable result. Start with sample reports and an access matrix and plan a permission-checked distribution log.

Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.

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The project in view

Start with
sample reports and an access matrix.
Proposed result
a permission-checked distribution log.
A decision to resolve
sending a report to an outdated recipient.

This is a planning example. It does not describe a completed client engagement.

Acceptance checklist for this project

  • Compare the result with a manually checked sample; measure corrections as well as time saved.
  • Write the expected content and format of a permission-checked distribution log against one agreed sample.
  • Include a failing example involving sending a report to an outdated recipient, and agree the correct response.

Questions to answer together

  • What is the expected result for one agreed example?
  • Which edge cases must pass before signoff?
  • Who accepts the result, and where is that decision recorded?

What to have at the end

A repeatable acceptance pack with examples, expected outcomes and signoff criteria.

Record the decision on sending a report to an outdated recipient alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.

Prepare your enquiry

Use this as a starting point. Add your current process, available examples and constraints before sharing.

Email Ian

Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.