Opportunity product qualification review for clean handoffs

Start this product qualification workflow when a new request, changed record, meeting event, or policy queue creates an item. The coordinator may collect requested package, version, use case, availability, implementation dependency, and source wording and describe what the records show. The product specialist decides questions of authority, ownership, customer meaning, and policy interpretation.

Use a passing case and a stopped case to teach the boundary. In a passing case, package and edition have identifiable sources and the permitted action is administrative. In a stopped case, a product entry is inactive, ambiguous, or unsupported by the request; preserve the governed value and write the unresolved question for the product specialist.

Open the packet with the received timestamp, record key, request wording, and source locations. For product qualification, place requested package, version, use case, availability, implementation dependency, and source wording in an order that lets the checker distinguish license from integration. Preserve original attachments or links instead of paraphrasing away the qualifying detail.

Trace the product request from wording to package, version, use case, and implementation dependency. Preserve an ambiguous capability request until the specialist resolves it.

Compare the requested capability with package and version records, then record unresolved use-case or implementation dependencies.

The stop condition for this route is simple: a product entry is inactive, ambiguous, or unsupported by the request. When it occurs, label the item blocked, preserve use case, and send one focused question to the product specialist. Do not close the queue item merely because a plausible answer is available from memory.

Use the catalog view and request record for product evidence; keep package selection and availability interpretation with the product specialist.

Capture the prior product wording, requested version, catalog source, reviewer, and dependency consequence before any qualification change.

Sample one ordinary product qualification case, one missing-source case, one conflict, and one handoff. A second checker should reproduce the result from package, edition, and license. Track whether disagreement came from a missing definition, an unavailable source, or an unauthorized request.

Review inactive versions, ambiguous requirements, and dependency gaps independently; revise the checklist only after product authority confirms the catalog rule.

Product handoff: attach the package request, version check, dependency gap, catalog reference, and specialist question.

For this product qualification route, close accepted work by recording package, edition, the rule version, and the reviewer. Close stopped work by retaining license, naming the product specialist, and dating the follow-up. This keeps catalog evidence useful for audit and future procedure changes without turning integration into an invented business conclusion.

Route-specific scenario: begin with package and edition, then test whether license is supported by the source before interpreting integration. If use case is missing, preserve catalog and mark availability as unresolved. The product specialist should receive the exact question, the relevant dependency, and the proposed administrative next step. This sequence keeps product qualification grounded in its own record rather than borrowing a conclusion from another queue.