DDailyWF

Third Party Review

Define how vendors, services, and external tools are reviewed before use.

Purpose

Third-party review should clarify business need, data exposure, integration scope, operational dependency, and accountability before the service becomes embedded in work.

Policy shape

RuleState the expected behavior in direct language.
ReasonExplain the operating risk or obligation behind the rule.
OwnerName who maintains the policy and decides exceptions.
EvidenceDefine what proves the policy is being followed.
ReviewSet a review cadence and update trigger.

When to use

  • When the work repeats often enough that memory is no longer reliable.
  • When more than one person may request, perform, review, or inherit the work.
  • When risk, approval, evidence, or handoff needs to be visible later.

Common failure modes

  • Approval focuses on price while ignoring support burden.
  • Integration creates hidden access.
  • Exit conditions are not documented.

Review guidance

Review this page after a material incident, after a role or system change, and on a normal cadence appropriate to its risk. During review, check whether the owner is still correct, whether inputs are still complete, whether the output is still useful, and whether related pages need updates.

External guidance

These resources are references for terminology, control thinking, or review design. DailyWF adapts the ideas into lightweight operating pages rather than reproducing full standards.