What to change
A preview environment should follow an explicit reviewer-access policy. Ask the supplier to inventory every active preview website domain and demonstrate its behaviour while signed out. Remove accidental public references from production navigation and shared materials, but do not assume that hiding those links secures the preview. The owner should receive a working reviewer route and evidence that the intended restriction survives the next deployment.
A worked example
Illustrative example
Illustrative test: Share a harmless preview link with an authorised reviewer to test the intended access route. After a redesign, a colleague may share a preview guide instead of the live version because both carry the practice branding. The supplier identifies the preview in shared materials, corrects the public reference and verifies the agreed reviewer access. Ask an authorised reviewer to demonstrate that review remains possible, then test the same address signed out. The two outcomes should reflect their different audiences deliberately.
What this means for your practice
A preview is a working copy used to review changes before publication. It should have a deliberate access arrangement, especially when several suppliers create their own preview addresses. Ask for a list of active copies and confirm who needs to review them. Then have the supplier demonstrate the intended access while signed out, rather than relying on the fact that a link is not shown in the menu. Check public pages and shared documents for accidental preview links as well. The finished arrangement should make review convenient for authorised people while keeping unfinished material within the agreed boundary. A statement identifying the main website as the preferred copy does not itself make a preview private.
How to check the result
Production links point to production, and preview access follows the agreed review process.
A mistake to avoid
A preferred-address declaration alone should not be treated as privacy protection.
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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