What this means for your practice
Treat the document, its summary and inbound links as one update task. Keep approval and publishing responsibilities clear so the released material remains consistent.
An example to discuss with your team
Replace a fictional document in the private test site and inspect every linked reference.


A practical example
For example, a revised pack may no longer contain a form that the download page tells patients to complete. Ask your supplier to identify the pages linking to it and your content owner to check their descriptions. Follow a few existing links after publication. A good result is a current document presented with an equally current explanation, including the route patients use from appointment confirmations.
Check the filename and the visible title together when replacing a document. Either can preserve an old service name or date that confuses readers. The approved content, link description and opened file should give the same account of what the document is for.
Make this improvement work
Treat replacement as a coordinated publication task, beginning with the approved document and ending with all relevant public references checked. Identify the summary, library listing, service pages and saved-link behaviour that need review. Ask the supplier to replace a fictional file on the private site and trace those connections. The content owner should confirm the meaning while the publisher verifies the released version and destinations. Keep the old version's status clear under the organisation's retention decisions. A new upload is incomplete if the surrounding description still refers to the previous instructions or an important link continues serving the superseded file.
How to check the result
Track mismatches between current files and page descriptions.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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