Start with the record.
Establish the organization and accountable contact behind a trial-readiness review. This first record gives every later scoping decision a clear owner and operating context.
Record note · v1
Names the organization under review.
Sets the vertical and team-size context.
Identifies one accountable point of contact.
Before step 1
Build the context a reviewer can trust.
The scoping record establishes who the work is for, which regulated environment it sits in, and who can answer the first follow-up. The next screen captures that organization profile and primary point of contact.
Local draft by design
Your in-progress answers are stored in this browser only. Nothing is submitted to Tallymark from this step, and the intro does not count as a numbered step.
The flow is designed for 4 steps; additional scoping records can be appended after this profile.