Show the current example.
Use an anonymized request to explain who needs the information and what they do next. Ask which part the proposed work changes.
Development-help guide
Choose help for the handoff the team needs to improve.
A portfolio page, request form and private document view involve different work. Begin with a specific staff or user task.
Review platform support.
Check existing settings and supported connections. Clarify which system owns the property and request records before adding another copy.
Ask how access is checked.
Define who may see each document or request. Use fictional users to demonstrate both permitted access and a user who should not see the item.
Agree on handover.
Document account and code ownership, routine maintenance and how staff notice an incomplete update. Separate ongoing support and vendor fees from the first delivery.