Describe the observable issue
Record the internal case identifier, stage, current version and issue category. State what is missing, conflicting or different from the agreed brief. Avoid recording a presumed cause as fact when the team has not investigated it.
Assign the right decision owner
A component-identification question, clinical clarification and file-format issue may need different people. Record who can resolve the issue and what the designer needs before proceeding. A deadline without a decision owner does not make an incomplete record usable.
Identify dependent work
State which unit, arch, output or milestone is affected. Some clarification allows other work to continue; other ambiguity affects the entire design. The responsible teams should decide the impact rather than applying an automatic proceed-or-stop rule to every case.
Close the issue with a versioned decision
Record the clarified instruction or replacement record, the decision date and whether scope or timing changes. Link the resolution to the design version. A chat message that says fixed is less useful than a note identifying which input and output now apply.
Review patterns without inventing statistics
At the end of a pilot, count actual issue categories and examine recurring clarification needs. Use consistent definitions and avoid presenting a small sample as a clinical outcome study. Improve the preference packet or submission route based on evidence from your own cases.
Prepared by Pristine Dental Design · October 6, 2026. Workflow guidance for dental professionals. Case-specific instructions and receiving-team approval govern actual design and production.