Business Analyst Review Checklist

Use this checklist for every Story ID before changing its status from Draft.

Story completeness

[ ] Business goal and actor are correct.
[ ] Trigger and preconditions are explicit.
[ ] Required, optional, conditional, derived, defaulted, and read-only fields are distinguished.
[ ] Lookup source and active/inactive behavior are stated.
[ ] Save, Edit, Delete, Activate, Submit, Approve, Reject, Post, Unpost, Reverse, Cancel, Print, and Export are covered when present.
[ ] State transitions and allowed actors are confirmed.
[ ] Debit/credit accounts, amount basis, grouping, currency, tax effect, and cost centers are confirmed.
[ ] Account fallback priority and failure when no account resolves are confirmed.
[ ] Stock, customer/vendor, bank/treasury, asset, credit, payment, reconciliation, sequence, workflow, notification, and integration effects are covered.
[ ] Source-document remaining quantity/balance/status is covered.
[ ] Validation, concurrency, retry, idempotency, rollback, and partial-failure behavior are covered.
[ ] List filters, columns, totals, drill-down, print, and export behavior are covered.
[ ] Tenant, company, branch, role, permission, language, and currency scope are covered.
[ ] Audit and retention requirements are confirmed.
[ ] Empty, loading, validation, forbidden, not-found, conflict, and integration-failure outcomes are covered.
[ ] Open questions have an owner and decision date.

Draft: code-derived behavior documented; decisions may remain.
BA Reviewed: structure, actors, rules, and scenarios reviewed by BA.
Business Owner Confirmed: intended process and exceptions approved by the accountable SME.
QA Baselined: acceptance criteria are testable and linked to coverage.
Handover Approved: evidence, decisions, and ownership are complete for transfer.