# R08 · AI delegation and use agreement

**What it is for.** Define authorised tasks, sources and human validation.

**When to use it.** Before making a decision or updating the corresponding product. You can use a spreadsheet, a document or a notebook; no software licences are needed.

## How to use it

1. Start with the real decision or question you need to resolve and set a cut-off date.
2. Fill in only what can be verified; write **NOT VERIFIED** when data is missing.
3. Separate observed facts, hypotheses and implications, and name a reviewer.
4. Keep the original version and record relevant changes when you update it.

## Editable template

**Delegated task:**

**Reserved human decision:**

**Authorised / excluded data:**

**Available sources and tools:**

**Expected output:**

**Rules for expressing uncertainty:**

**Quality test and owner:**

## Guided example · Company A

Company A allows an assistant to classify 12 fictional notes it supplies, but does not authorise inventing sources or recommending an investment without review.

## Mistake to avoid

Do not paste confidential information into an external assistant without organisational authorisation.

## Final check

- Is it clear which decision or need it serves?
- Can the evidence be located, and is it dated?
- Are uncertainties and limits made explicit?
- Can someone else repeat or review the work?

**Notice:** entirely fictional case. The tools are for educational purposes; they do not represent an audit or certification.