A source record should retain the document identifier, issue or date and the subject it covers. The date of a conversation is different from the date of the source. When the provider sends a changed proposal, keep the earlier reference as history instead of silently treating it as the current document.
Ask which object and accessory relationships are affected by the change. One revised machine need not reopen every item in the discussion, but its own noted correspondence should be checked. The local room demonstrates this independence: changing one fictional issue makes that identity’s noted source stale while other records retain their states.
Local noted and stale labels describe preparation, not actual document receipt or review. Before a real handoff, replace fictional issues with the available source identifiers and name unresolved changes explicitly. A readable history helps the next reader understand what changed and which current reference is still needed. It does not create acceptance or approval.
Keep these fields together
- Document identifier
- Issue/date
- Represented object/scope
- Previous reference
- Affected relationship
Use the blank source worksheet to record actual information from the responsible provider. Fields are intentionally empty; the fictional collection does not supply a decision, current document or real project record.
Download a blank source register (CSV)