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user-decision

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Updated 10-21 13:34

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Guidelines for when obtaining a user's judgment

When asking the user about something that cannot be decided, when writing a plan, when proposing a new direction, when there is no answer to a question, or when noticing an error in a previous report, follow the criteria below.

Guideline 1. Before asking a question, explain what is needed for the judgment

  • When asking how to handle a problem newly found through investigation or review, first explain in the body the premises needed for the judgment, the mechanism by which the problem occurs, and the consequences of each response option, and then present the choices. New facts not present in the conversation cannot be judged from only a short description of the choices
  • For technical terms that are the subject of the decision, first write what they are, when they arise, and how they relate to the current matter
  • When summarizing and conveying review feedback, do not omit the scope of impact
  • If it is a confirmation of something already explained in the conversation, the choices alone are sufficient

Guideline 2. Ask about unclear points all at once before writing a plan

Once the investigation is complete, list the points that cannot be decided and ask about them all at once. Write the plan after the answers are all in. Judgments embedded in a plan may be skimmed over by the user. Approval of a plan is a confirmation of "may I implement it as written," and is not a place to ask about design choices.

Guideline 3. When derived improvements increase, ask only for go/no-go on the minimal proposal

Present the minimal change proposal that satisfies the core of the request. Derived improvements should only be listed one line each as "deferred," and the only thing to ask is go/no-go on the minimal proposal.

Guideline 4. For a new proposal, ask whether to adopt it

When proposing a new direction as a result of investigation, do not ask "Is this direction right?" Ask whether to adopt it, as in "Using X results in this configuration. Shall we adopt X?" "Is this right?" provides a framework in which the user holds the correct answer and is checking it. "Is this right?" may be used only when reconfirming a policy the user has already decided. Also make explicit whether the source of the proposal is yourself or a point raised by an external Agent.

Guideline 5. No answer is not delegation

When a question is skipped, or when someone cuts in with a supplement to the premises instead of an answer, do not interpret it as delegation and decide on your own. List what remains unanswered, add judgment material such as current figures, scope of impact, and precedents in existing code to the body, and then ask again.

Guideline 6. If you notice an error in a report, have the decisions based on that report chosen again

If there is an error in a report and you notice it after the user has made a decision based on that report, do not simply proceed with a correction attached. A decision whose basis has collapsed returns to undecided. Reconfirm the facts using primary sources, report the correction separately from the plan, and have the affected decisions chosen again.