# AI pilot acceptance card

Version: [assign] | Prepared by: [name/role] | Source/review date: [date or unknown]

**Status:** Draft / requirements agreed / testing / review decision recorded. Select one and preserve earlier versions. A draft is not an approval.

## One defined workflow

- Workflow name:
- Business problem:
- Input and source:
- Required output:
- Person/role receiving output:
- Scope begins when:
- Scope ends before:
- Actions outside the pilot:
- Information approved for use, and approving owner:

## What must work

| Requirement | How it will be checked | Failure condition | Critical stop condition? |
|---|---|---|---|
| [required behavior] | [observable check] | [specific unacceptable output] | [yes/no/to agree] |
| [required behavior] | [observable check] | [specific unacceptable output] | [yes/no/to agree] |

## Representative cases

Use the separate case register for detail. Include ordinary inputs, missing information, contradictions, corrections and workflow-specific exceptions.

| Case ID | Case type | Expected handling | Pass criterion |
|---|---|---|---|
| [ID] | [ordinary/difficult/other] | [expected behavior] | [observable criterion] |

Coverage limitations and cases still needed:

## Human fallback

- Trigger for escalation:
- Reviewer role:
- Actual person and agreement evidence: [name/date or not assigned]
- Source information supplied with exception:
- What waits while unresolved:
- Reviewer authority:
- If reviewer is unavailable:
- Response expectation and evidence it was agreed: [or unknown]

## Baseline and proposed comparison

- Current process:
- Comparable case population and dates:
- Current operator effort including checking/corrections: [measured value + source, or not measured]
- Current error/unresolved-item evidence: [source or unknown]
- Proposed measures and collection method:
- Acceptance threshold, decision owner and agreement evidence: [or not yet agreed]
- Costs not yet included:

## Pilot review

- Testing owner:
- Reviewer:
- Review date and time zone: [or to agree]
- Who can stop/revise/continue:
- Evidence packet location:
- Open decisions with owners:

## Actual decision — leave blank until reviewed

- Cases actually run, version and date:
- Observed passes/failures and coverage:
- Actual checking/correction effort:
- Exceptions still unresolved:
- Decision: continue / revise / stop / gather evidence:
- Decision maker and dated evidence:
- Scope of that decision:
- Next review/resume condition: