What this means for your practice
Review the combined output and its audience through the organisation's information-governance process. Permissions on source systems do not automatically define suitable access to every derived report.
An example to discuss with your team
Open the combined fictional report as a staff role with limited access, then check its detailed views and download options.
Questions to take to your supplier
Open a fictional combined report as a limited role and inspect the export. Is every field needed for that audience's purpose? Agree an owner and review access whenever the report's scope changes. The practical question is what the reader can actually see and use.
Agree the working process
Review the complete set of combined fields and the purpose of the report with the organisation's responsible information owners. A reader may learn more from the combination than from either original screen, so source access alone should not settle the decision. Define who needs the summary, who may open detailed records and who may export information. Ask the supplier to demonstrate those different views with fictional data and test roles. Include filters, downloads and saved links, not just the first page.
Keep a named owner for the report and a review trigger when new fields, sources or audiences are added. A report that was appropriate for one management purpose may need reassessment when reused elsewhere. Make the intended use understandable to recipients so they do not treat a convenient export as a general-purpose information list. During access reviews, include derived reports in the inventory rather than checking only the systems from which their information originally came.
How to check the result
Count derived reports without a documented audience and owner.
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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