Data class
Name whether the material is public, internal, confidential, personal, regulated, third-party-owned, or unknown.
Reviewer readiness
Review AI use before it becomes operating practice.
A reviewer should not have to hunt through the catalog to find the safety questions. Bring the data class, tool class, owner, escalation path, vendor answers, review state, and evidence into one decision view.
This map is not a policy, legal, security, procurement, or management approval. The adopting organization owns approved tools, data handling, access, release, escalation, and final use decisions.
Reviewer gates
Make the review state visible before use expands.
These gates help reviewers ask for the right evidence without becoming the owner of every AI decision.
Tool class
Separate consumer tools, enterprise tools, APIs, local tools, and connected workflows before use expands.
Allowed use
State what is approved, limited, prohibited, or still pending owner review for this workflow.
Owner
Name who owns value, source material, tool approval, output review, and change decisions.
Escalation
Route unknown data, unapproved tools, sensitive material, and consequential output to a qualified reviewer.
Evidence
Use source notes, vendor answers, review state, test results, and handoff notes instead of confidence alone.
Review packet
Ask for a packet, not a promise.
A useful review packet gives the reviewer enough context to route the workflow. It does not ask the reviewer to approve a black box or decode a tool demo after the fact.
Data class
Internal policy notes with no personal, credential, financial, or customer-specific details after redaction.
Tool class
Approved enterprise AI tool used for draft support only; no connected system write access.
Allowed use
Allowed to summarize approved source material. Not allowed to decide policy, infer missing facts, or send output externally.
Review owner
Business owner verifies meaning, source fit, and whether the draft can move to the next audience.
Escalation owner
Security or policy owner reviews unknown data class, tool uncertainty, restricted source material, or external use.
Vendor and security questions
Retention, training use, admin visibility, audit trail, permission boundaries, and change notices are answered or logged as gaps.
Review state
Spot-checked, verified, escalate, or do not use; the state is visible before handoff.
Evidence notes
Source list, redactions, claims checked, unresolved gaps, reviewer decision, and next review date are saved.
Material map
Use the existing safety material in reviewer order.
The route below pulls together data-boundary, vendor, handoff, rollout, and builder-readiness material that already exists in the catalog.
Start with data and tool boundaries
Check handoff and rollout evidence
Pair reviewer gates with builder gates
Escalate or stop
Stop when the review owner cannot see the boundary.
- The data class is unknown or includes sensitive material without owner approval.
- The tool is unapproved, consumer-grade, or connected to systems beyond the reviewed workflow.
- The vendor evidence is still demo-level for retention, training use, auditability, or permission boundaries.
- No one owns review, escalation, support, rollback, or prompt/model/tool changes.
- The output affects people, access, money, policy, production systems, legal meaning, or public claims.
- The team cannot show what was checked, what remains uncertain, and who decides next.
Next action
Start with data class and vendor evidence.
Use the sensitive-data checklist to decide what material belongs in the workflow, then use the vendor worksheet to turn tool claims into evidence gates.