Foundation guide

Intended use — Write down what people will trust

“The platform has dashboards, workflows, and reporting” describes capability. Intended use explains the job a person or process relies on the system to perform.

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A feature list is not an intended use

“The platform has dashboards, workflows, and reporting” describes capability. Intended use explains the job a person or process relies on the system to perform.

A helpful statement names the user, task, input, output, decision, environment, and boundary. It also identifies exclusions when misuse is foreseeable.

Weak and improved examples

Broad wordingMore useful wording
The spreadsheet supports qualityThe approved workbook calculates individual sample results from instrument readings using the controlled dilution factor and reports results for analyst review against the specified limits
AI reviews documentsThe assistant identifies candidate inconsistencies between a draft validation protocol and the approved requirement set; a qualified reviewer verifies each finding; the assistant cannot approve the protocol
ERP manages materialsERP maintains material disposition and prevents issue of quarantined lots to the defined manufacturing orders, including transactions received through the warehouse interface

Example 1: The same report, two uses

A trend report used to prepare discussion questions may allow the reader to return to the controlled records before acting. The same report used as the only basis for an annual product conclusion carries a different dependency. The title of the report has not changed; the reliance has.

Example 2: The same AI tool, two boundaries

An assistant that drafts a neutral summary for comparison with source documents has a limited output. An assistant that assigns deviation severity, closes tasks, and notifies production acts further into the quality process. Evaluate the permissions and downstream use, not just the underlying model.

Example 3: A backup service

“Stores backups” is too broad. State which records and configurations are covered, the acceptable loss and restoration objectives approved for the process, and what restoring usable information means. A collection of files that cannot reconstruct record relationships may not support the intended recovery.

Questions to answer before assessment

Who could be harmed or misled by an incorrect output? Where is the output copied? Can a user bypass the intended review? What happens when input is missing? Does the system make a recommendation or execute an action? Who owns the final decision?

Completed boundary statement: “The deviation assistant may suggest a category and cite supporting text. It may not set the approved severity, assign a root cause as fact, close a deviation, or modify source records. Unsupported suggestions are discarded through the review workflow.”

Exercise: A dashboard is described as “informational only,” but supervisors use its green indicator to start a line. What should change?

Answer: Correct the intended use and assess the actual dependency. A disclaimer does not remove operational reliance. Either assure the indicator for that decision or redesign the process so an adequate independent check occurs before line start.