Field operations guide
AI governance starts with questions the vendor can answer clearly
Before project data enters an AI workflow, buyers should understand provider, purpose, data fields, retention, training terms and control.
Last reviewed: July 2026
Data path
Identify what information leaves the workspace, why it is required and which provider processes it.
Provider
Purpose
Data fields
Processing location
Retention and training
Confirm the applicable contract rather than relying on generic model marketing.
Retention period
Training policy
Deletion
Backup expiry
Operational control
Define where AI can suggest, where a person must confirm and who can override.
Permissions
Approval
Correction
Audit history
One site is enough to start
Start with one project. See what your team stops losing.
The crew can keep working in conversation while owners, dates and source context become visible.