EXAMPLE
Fostering services
See how case papers, Member preparation and recommendations connect.
Fostering exampleTHE REVIEW AND COMPLY SOLUTION
One workspace.
The whole panel process.
Bring administration, papers, preparation, Chair-led questioning, meeting responses and outcomes together. Configure the process around your organisation’s roles, case types and coverage topics.
- 01Organise the meeting
Allocate cases, invite the panel and make deadlines clear.
- 02Share controlled papers
Keep original files, reading copies and versions together.
- 03Prepare independently
Review coverage topics and link questions to evidence.
- 04Build one question plan
Consolidate contributions, identify gaps and lock the plan.
- 05Record the discussion
Capture official responses with a named recorder.
- 06Preserve the outcome
Connect Member reasoning to the recommendation and reasons.
01 / ORGANISE THE MEETING
Set the meeting up with clarity.
Administrators bring the people, cases and dates together. A meeting can contain multiple cases, with the Chair and Members assigned to the work they need to do.
- Manage invitations and acceptance records alongside the meeting.
- Set papers-ready, submission-due and meeting-start dates.
- Use two configurable reminders for each deadline, through in-app and email notifications, with optional WhatsApp delivery.
Review and Comply
MEETING WORKSPACE
Everyone knows what’s next.
Case papersReady
Member preparationSubmission due
Panel meetingMeeting date
Chair and Members assigned
Invitations and reminders in one place
Invitations and reminders in one place
02 / SHARE CONTROLLED PAPERS
Give everyone a controlled set of papers.
Upload PDF, DOCX and DOC files individually or in a ZIP. Retained originals and PDF reading copies stay with the case, so the material being reviewed has a clear history.
- Papers are stored privately and scanned for malware.
- Versioned documents preserve the context of earlier preparation.
- Role and case access controls determine who can read the papers.
Review and Comply
CONTROLLED CASE PAPERS
The same evidence. Clear versions.
PDF
Assessment reportReading copy · Version 2
✓DOCX
Supporting informationOriginal retained · PDF reading copy
✓Private storage · Malware scanning
Version and page references
Version and page references
03 / PREPARE INDEPENDENTLY
Make individual preparation visible.
Members read the papers against the organisation’s coverage checklist, record private notes and draft questions. Questions can point to the exact paper version and page that prompted them.
- Keep personal thinking separate from submitted preparation.
- Submit a preparation snapshot and combined summary.
- Make outstanding submissions and coverage gaps visible ahead of the meeting.
Review and Comply
MEMBER PREPARATION
Read. Reflect. Reference.
✓ Coverage topic reviewed
✓ Private preparation note
EVIDENCE-LINKED QUESTION
How is the proposed support reflected in the assessment?
Assessment report · v2 · p14Your notes stay private.
Your submitted questions inform the Chair’s plan.
Your submitted questions inform the Chair’s plan.
04 / BUILD ONE QUESTION PLAN
Help the Chair ask the right questions.
The Chair sees submitted questions together, identifies duplication and checks coverage. Contributions become an ordered plan for the meeting, with a history of how the plan was formed.
- Promote questions, add Chair questions and record removal reasons.
- See coverage gaps alongside the submitted contributions.
- Lock one definitive question plan for use in the meeting.
Review and Comply
CHAIR CONSOLIDATION
Many contributions. One plan.
Member questionMember questionChair question
Definitive question planOrdered questions with evidence referencesDuplication removed with a reason
Coverage gaps visible · Plan locked for the meeting
05 / RECORD THE DISCUSSION
Record the answer against the question.
During the meeting, a named official recorder captures responses against the definitive plan. Consistent response statuses and retained history keep the formal record connected to the discussion.
- Retain official response changes with their history.
- Let Members keep private meeting notes separately.
- Move into deliberation through a controlled transition.
Review and Comply
IN THE MEETING
Keep the response in context.
FROM THE DEFINITIVE PLAN
How is the proposed support reflected in the assessment?
Assessment report · v2 · p14Official responseRecorded
Response historyRetained
A named official recorder captures responses.
Member meeting notes remain private.
Member meeting notes remain private.
06 / PRESERVE THE OUTCOME
Preserve the reasoning, not just the result.
Members record their own positions and reasons. The final outcome connects the recommendation to the evidence, while preserving dissent, terms and advice rather than flattening everything into a single view.
- Keep report-quality feedback separate from the recommendation.
- Create an immutable Outcome Pack with the formal recommendation and reasons.
- Exclude private preparation and private meeting notes from the Outcome Pack by design.
Review and Comply
CONNECTED OUTCOME
The reasoning belongs in the record.
Individual Member positionsAttributable
Reasons and supporting evidenceConnected
Recommendation and dissentPreserved
Immutable Outcome PackPrivate notes excluded by design
ACCOUNTABLE, WITHOUT AUTOMATING JUDGEMENT
People make the decision.
The record shows how.
Material actions are attributable and timestamped. Document versions, preparation submissions, question decisions, responses and outcomes remain available as a controlled history.
EvidenceDocument version & page
QuestionDefinitive meeting plan
ResponseOfficial response history
ReasoningIndividual Member positions
OutcomeRecommendation & reasons
Private thinking stays private.
Personal preparation and meeting notes stay out of the formal Outcome Pack.
Independent views stay visible.
Member reasoning and dissent remain part of the attributable outcome record.
ONE SOLUTION, DIFFERENT SETTINGS
Built around the meeting.
Configured for your organisation.
EXAMPLE
Adoption services
Follow the same controlled process across papers, questions and outcomes.
Adoption examplePEOPLE
Every panel role
Explore the responsibilities of Administrators, Chairs and Members.
Explore panel rolesSEE THE WORKFLOW IN PRACTICE