Use this checklist to turn discovered AI activity into an ownership, approval and review process for your organisation.
Discover usage and assign an owner
Combine your AI register with managed browser and device signals, supplier records and employee reports. Record the tool, account, business purpose and accountable owner, including AI features added to existing software.
Assess the data and permissions
Have Security, IT and the business owner review the information involved, connected systems and actions the tool can take. Check supplier retention, model-training and deletion settings, and involve Privacy or Legal when personal information or contractual obligations are involved.
Record an approval or restriction
Decide which accounts, users, purposes and information classes are permitted. Record the decision, required controls and any exception expiry. Verify controls on the relevant workflow and keep observed activity separate from interactions protected by an active policy check.
Give employees an approved path
Explain which tools and data uses are allowed, provide approved alternatives, and publish a simple way to request a tool review or report an incident. Use examples from each team’s work so people can apply the policy to everyday tasks.
Review changes and follow up
Assign a reviewer and next review date. Reassess when a supplier adds AI features, permissions change or an incident occurs. Check outstanding exceptions and control results, and update the register and employee guidance with each decision.