Set the decision
Start with the decision: Improve requests for work systems and permissions.
Operations and internal services · Practical survey guide
Improve requests for work systems and permissions.
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EXAMPLE INVITATION BRIEF
Improve requests for work systems and permissions.
Before sending, explain handling, optional participation, and contact details. This example is not sent by the preview.
From question to next step
Start with the decision: Improve requests for work systems and permissions.
Invite people with relevant experience. Ask after someone has encountered the situation described in “Which approval step was unclear?”, while they can still recall the details. For material testing, show the actual draft first; for planning, ask before the next relevant activity.
Name the approver and expected next step.
Read the answers carefully
Never collect credentials or private permission details.
Requesters cannot identify the approving role. This is a synthetic example, not a customer result. Never collect credentials or private permission details.
A worked interpretation example
Illustrative scenario. These are not customer results.
Requesters cannot identify the approving role.
Name the approver and expected next step.
After trying the change, repeat “Which approval step was unclear?” with people who experienced it. Check whether they still describe the original issue: requesters cannot identify the approving role. Compare explanations and sample context, rather than claiming the change caused an improvement.
A useful starting point
Improve requests for work systems and permissions. Use the prompts relevant to your audience and allow people to skip situations they did not encounter. Keep response handling consistent with what you explain in the invitation.
If nothing was unclear or difficult, say so. Skip questions about steps you did not experience; use not applicable where appropriate.
Use this answer to locate the part of the experience that needs explanation. The example issue to investigate is: requesters cannot identify the approving role.
Repeated information exposes duplication across the request form and approval route. Check what was already captured and why it was requested again, without removing verification requirements solely to shorten the process.
Turn the requested improvement into a testable next step. One illustrative action is: name the approver and expected next step.
If nothing was unclear or difficult, say so. Skip questions about steps you did not experience; use not applicable where appropriate. Which approval step was unclear? What information did you repeat? What status update was missing?
Download the questions as text ↓
Examples to adapt, rather than a validated research instrument.
Before you send it
Would you agree that everything about internal access request was clear and easy?
Which approval step was unclear?
The first wording combines an assumed positive outcome with two different judgments. The revised prompt asks about a specific experience and permits an inconvenient or uncertain answer.
Choose the response format
| Question | Suggested format | What to preserve |
|---|---|---|
| Which approval step was unclear? | Optional short text | Retain the specific point or condition described; avoid replacing it with an unexplained rating. |
| What information did you repeat? | Optional written explanation | Keep context that distinguishes different experiences. Never collect credentials or private permission details. |
| What status update was missing? | Optional improvement suggestion | Keep the suggested change separate from whether it has been tested. Name the approver and expected next step. |
Make questions optional where appropriate. If you add a rating scale, label its endpoints, keep one idea per question, and retain a follow-up for reasons. These examples are not a validated measurement instrument.
Before you send it
Colleagues who used or delivered the described internal process. Ask only about steps each person encountered; do not treat a voluntary response sample as representative.
Ask after someone has encountered the situation described in “Which approval step was unclear?”, while they can still recall the details. For material testing, show the actual draft first; for planning, ask before the next relevant activity.
Requesters cannot identify the approving role. This is an illustrative pattern to look for, not a claim about your respondents. Never collect credentials or private permission details.
Name the approver and expected next step. After trying the change, repeat “Which approval step was unclear?” with people who experienced it. Check whether they still describe the original issue: requesters cannot identify the approving role. Compare explanations and sample context, rather than claiming the change caused an improvement.
Repeated information exposes duplication across the request form and approval route. Check what was already captured and why it was requested again, without removing verification requirements solely to shorten the process. Use an optional written explanation when predefined choices would hide relevant context.
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