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Rules of Engagement
Record scope, permitted work, test windows, restrictions, escalation and stop-work conditions.
Agree the operating boundaries
Rules of Engagement describe how a project team is authorized to operate. Record the customer's agreed scope and restrictions before work begins; storing a rule does not itself grant customer authorization.
Record the rules
- Open the project and select Rules of Engagement. Owners, administrators and project managers can update the record.
- Describe the systems, sites, objectives and activities within scope.
- Record permitted work, restricted activities and changes requiring separate approval.
- Record test windows, blackout periods, escalation contacts and stop-work conditions.
- Set expectations for handling evidence and customer data, then save the record and ask the team to review it.
Review before testing
Check the current rules before installation, configuration, FAT, SAT or troubleshooting. Stop and obtain authorization if the planned action falls outside the approved scope or window.
Do not store passwords or access tokens in the rules. Reference your approved credential-handling process instead.
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