Independent services: scope, evidence and record custody

First step

Independent services work means your findings must stand apart from anyone selling the installation. Method: write a scope sentence, then list the evidence for each finding, the person who supplied it, and any conflict of interest. Mark each document as draft or released, and note who may release it. Bring the fictional brief and custody record. Ask your supervising Master or the engagement sponsor who keeps the final records. Common misconception: a short verbal summary can substitute for the written release. Correct practice: keep release pending until the responsible reviewer confirms the intended recipient, the release authority and the evidence trail. Transfer: if the paper case changes the client, rewrite the scope sentence and recheck conflicts.