Describe the current situation

State the platform, the action you attempted, and what happened. Include the exact message where possible and mention anything already tried.

Agree on the scope

Ask what can be checked or assisted with and which parts depend on another provider or the platform. Keep expected work separate from an assumed result.

Define the completion check

Choose how the responsible team will confirm that the agreed task has been completed. Record any remaining dependency rather than leaving it implicit.

Turn the brief into a useful next step

Bring these notes into the conversation with your team or ADFBM. Keep the selected configuration, the responsible contact, and any open question together. Before an order or change is confirmed, make sure the people doing the work share the same written understanding.

Use the checklist below as a starting point, then adapt it to the business and assets you are authorized to manage. Product details and platform requirements should always be confirmed for the specific setup involved.