Decide what is permitted
Start with the work staff need to do and the information involved. Agree suitable uses and explain where the consequences require a person to check the result.
Make the guidance usable
Staff should know which tools they can use and who can answer questions. Guidance that reflects their work is easier to apply consistently.
Review as the business changes
Revisit decisions when tools, requirements or client commitments change. I can help you agree an approach that fits the responsibilities of your business.