Decision inputs
Facts that change the policy answer
The working material is current policies, real risk themes and approved examples; the intended result is training content and exercises. Recording that pair prevents a vague approval from spreading to other uses.
- 1Task and owner
- Compliance training owner wants to create compliance training material. Name who owns the finished training content and exercises; ownership should not disappear because AI helped produce it.
- 2Information involved
- Current policies, real risk themes and approved examples. Look beyond pasted text: files, integrations and retrieval connections can expose the same material.
- 3Tool and account
- An approved company account. Confirm the approved account, retention setting and any connected service before the request begins.
- 4Intended result
- The expected result is training content and exercises. Its destination matters: private working material creates a different consequence from a sent, published or automated result.
- 5Consequence if it is wrong
- Generic content may teach an outdated rule or expose a real case. That risk sets the level of review and the person who should receive an exception.
- 6Human review
- policy and training owners should inspect, change, reject or stop the result. Their role should include checking source facts, correcting errors and refusing the proposed use.
Possible policy routes
The task name alone cannot decide it.
A published workplace policy can return different answers for the same task. These are the practical branches worth encoding.
A routine policy route may be possible
The lower-friction route begins when the exact account is approved, only the minimum internal information is used, training content and exercises remains within the stated purpose, and policy and training owners reviews it before use.
Approval may be required
Pause the ordinary route whenever the account or data handling is uncertain, generic content may teach an outdated rule or expose a real case, or training content and exercises reaches people or systems beyond the requester’s authority.
The request may need to stop or change
The company may need a safer design when restricted information would enter an unapproved service, the output would act before policy and training owners can intervene, or use current sources, fictionalise examples and record the version delivered cannot be maintained. Consider less information, a controlled account or a non-AI process.
Request checklist
Questions to ask before using the tool
- 01
Which approved account will perform create compliance training material, and what external connections can it reach?
- 02
Can any personal, sensitive, confidential or secret part of current policies, real risk themes and approved examples be removed?
- 03
Does training content and exercises create an external statement, a decision or an automated action?
- 04
What evidence will policy and training owners use to accept, correct or reject the result?
- 05
Which change in tool, data, purpose or impact would require a fresh request?
Worked request
What the employee should submit
This example supplies decision facts without pasting the underlying material into the approval record.
- requester
- compliance training owner
- task
- Use AI to create compliance training material.
- information
- current policies, real risk themes and approved examples
- tool
- An approved company account
- frequency
- Recurring work
- region
- Where the work and affected people are located
- purpose
- Draft or analyse
- impact
- Employee compliance training
- review
- Complete human review
- owner
- policy and training owners
Useful safeguards
Controls that fit this request
- ✓
Use current sources, fictionalise examples and record the version delivered
- ✓
Start with a de-identified sample of current policies, real risk themes and approved examples before considering broader access.
- ✓
Write the boundary around training content and exercises clearly so later users do not expand the approval by assumption.
- ✓
Make the final route reproducible from the recorded facts, safeguards and policy version.
Questions people ask
About this AI use
Is using AI to create compliance training material automatically allowed?
The task name cannot settle the answer. Apply the company’s published rules to current policies, real risk themes and approved examples, the exact account, training content and exercises, its audience and the proposed review.
Which facts should be submitted before work begins?
Describe training content and exercises, identify current policies, real risk themes and approved examples, name the exact tool and account, explain who will receive or rely on the output, and state how policy and training owners will review it.
What belongs in the completed policy record?
Make the final route reproducible from the recorded facts, safeguards and policy version. A classification and controlled reference may be enough when copying current policies, real risk themes and approved examples would create unnecessary risk.