Begin with the outcomes the organisation must deliver. Identify the services, processes and information needed to achieve them, then describe the systems and external relationships that support those activities.
Record the business context
Open Business context from the main navigation. Use the workspace's sections and fields to record objectives, operating assumptions and relevant dependencies. Make the scope understandable to a reviewer who did not participate in the initial discussion.
Involve business owners, information stewards, system owners and supplier managers. Their perspectives help distinguish a technical component from the business outcome it supports.
Agree shared vocabulary
Review the relevant lists in Databases → Configuration:
| Catalogue | Question it helps answer |
|---|---|
| Business Goals and Objectives | What outcome is the organisation trying to achieve? |
| Business Attributes | What qualities must the service or environment have? |
| Business Units | Which organisational division is involved? |
| Functional Domains | Which business function does the work support? |
| Architectural Domains | Which part of the business or technical environment is in scope? |
Keep the definitions distinct. Avoid using a business unit name as a substitute for a service description or copying one general objective into every assessment without explaining its relevance.
Connect context to assessment
Use the applicable fields and relationships in systems, third parties and assessments to retain that context. Explain why a dependency matters and what would happen if it failed, became unavailable or handled information incorrectly.
A relationship in the app records an association. It does not by itself demonstrate complete dependency coverage or calculate every downstream consequence. Validate the scope with the people who operate the service.
Review these records when the organisation introduces a new service, changes a supplier or revises its objectives. The expected output is an agreed business scope and a maintained vocabulary that subsequent assessments can use consistently.