# Intended-use worksheet

Version 2.0 · Updated 2026-09-21 · Assessment

Define the task, users, inputs, outputs and decisions that rely on the system.

Adapt this template to your intended use, applicable requirements, and approved procedures.

## When to use it

The team has a feature list but cannot explain what people rely on.

## Information needed before starting

- Process owner’s task description
- User roles, inputs, outputs and receiving decisions
- Assessed configuration and excluded uses

## Field instructions

- **Process and owner:** Identify the system/service or process, version and accountable roles. Specify the scope and supporting record rather than relying on a product name alone.
- **Users:** Identify the system/service or process, version and accountable roles. Specify the scope and supporting record rather than relying on a product name alone.
- **Task:** Describe the specific task, users, outputs and decisions supported. Identify the assessed environment and limits of reliance.
- **Inputs:** Identify authoritative sources, receiving systems and record identifiers. Describe supported formats, units, timing, transformations and error handling.
- **Output:** Name the output or controlled record, its recipient and the decision that relies on it. Include acceptance limits or retention needs where relevant.
- **Downstream decision:** Name the output or controlled record, its recipient and the decision that relies on it. Include acceptance limits or retention needs where relevant.
- **Boundary:** State what is outside the assessed use or evidence. Explain the consequence and any restriction; do not treat missing information as a pass.
- **Exclusion:** State what is outside the assessed use or evidence. Explain the consequence and any restriction; do not treat missing information as a pass.
- **Failure behavior:** State what the system prevents or permits when data or services fail, and how affected work is contained and escalated.
- **Reassessment criterion:** Define changes or events that reopen this assessment, the responsible role and the required response or review date.

Describe one meaningful use. Name the decision before listing technical components. Include prohibited or unsupported uses where confusion is foreseeable.

Could another person identify what the system is allowed to do and where the assurance conclusion stops?

## Completed fictional example

Fictional teaching example; replace its values with your own assessed facts and evidence.

| Field | Completed example |
| --- | --- |
| Process and owner | Manufacturing training; training process owner |
| Users | Operators, supervisors, training administrators |
| Task | Determine eligibility for operation OP-21 |
| Inputs | Operator identity, approved role requirements, training completion and expiry |
| Output | Eligibility response to MES |
| Downstream decision | Permit or prevent operation start |
| Boundary | Defined production area and approved role mapping |
| Exclusion | Does not establish practical competency outside the approved training workflow |
| Failure behavior | Unavailable eligibility prevents start and invokes the approved escalation process |
| Reassessment criterion | New role, procedure-effectivity rule, interface, or override behavior |

## Blank template

System / record ID: ____________________

Prepared by / date: ____________________

Required review / approval under local procedure: ____________________

| Field | Your entry |
| --- | --- |
| Process and owner | ____________________ |
| Users | ____________________ |
| Task | ____________________ |
| Inputs | ____________________ |
| Output | ____________________ |
| Downstream decision | ____________________ |
| Boundary | ____________________ |
| Exclusion | ____________________ |
| Failure behavior | ____________________ |
| Reassessment criterion | ____________________ |

## Related guidance

- [Write an intended-use statement](https://csvtocsa.com/learn/foundations/intended-use)

- [Open the intended use template](https://csvtocsa.com/templates/intended-use)

Canonical page: https://csvtocsa.com/worksheets/intended-use