M4 / STEP 101 / 05
Decide what to apply and when
What to consider
When will you start using the approved content in operations?
Decide which work the approved content applies to and when it should take effect. Check any preparations that must be completed first, such as notifying the people involved or changing settings.
Once a person decides to apply the changes, the system checks approval and the conditions required to proceed. If preparations are incomplete, keep the content approved and wait to apply it.
Status at this point
The content is approved but not yet applied. Confirm whether to apply it now.
Key principle
Changes are applied only after their scope and timing are agreed and the necessary preparations are complete.
Check your understanding
Explain what will be applied, when it will take effect, and what needs to happen beforehand.
M4 / STEP 202 / 05
Apply the approved proposals
What to consider
Is a person's approval recorded for each proposal being applied?
The system checks that a person has approved the content being applied. It excludes unapproved and rejected proposals, saving only approved content as official decision records.
Afterward, a person checks the records to confirm that the intended content was applied. The system also keeps a history of what was applied and when.
Status at this point
The approved proposal is applied, creating official decision records and a record of what was applied.
Key principle
Only proposals with recorded approval can be applied to official decision records.
Check your understanding
Identify the approved proposal from which each resulting record was created.
M4 / STEP 303 / 05
Check the resulting decision records
What to consider
Can you distinguish officially applied content from proposals still waiting to be applied?
After applying the changes, check the official decision records against the proposals they came from. Confirm that no approved content is missing or has been replaced with something else.
Before using a record in operations, check both that its content has been applied and that it belongs to the version needed for this work. Keep it distinct from unapproved proposals and approved content that has not yet been applied.
Status at this point
Refer to records of applied content separately from proposals not yet applied.
Key principle
Each official decision record remains linked to its source proposal and the history of how it was applied.
Check your understanding
Verify the record's content, whether it has been applied, the initiative it belongs to, and its source proposal.
M4 / STEP 404 / 05
Confirm the switch to the new version
What to consider
After switching to the new content, is it clear which version operations should use?
Before making the version under review the current version, check that the required approvals and changes have been completed. Applying some proposals and starting to use the new version as a whole are separate things to verify.
After the switch, make the new version available to users. Retain the previous version in the history and make sure it cannot be confused with the content now in use.
Status at this point
Check both whether each proposal has been applied and which version is currently in use.
Key principle
The version to use after a switch is clearly identified, and the previous version is retained in the history.
Check your understanding
Explain which version is currently used, which is under review, and where the previous version is retained.
M4 / STEP 505 / 05
Keep a history of the changes
What to consider
Can you trace what changed and the evidence behind it?
Keep the applied content linked to the evidence, AI proposal, and human decision. Make it possible to compare the content before and after the change and identify what changed and why.
Use this history when new evidence prompts another review. Keeping earlier decisions allows people to see the assumptions on which those decisions were based.
Key principle
The content before and after a change is retained, together with the reasons for it.
Check your understanding
Trace the current version to the previous version and to the evidence, proposals, decisions, and records of the changes applied.