Question handling

Stating an eligibility rule without deciding a case

Somebody wants to know whether they are allowed. They describe themselves, sometimes in detail, and wait for a verdict. That is the shape of every message in this intent, and it is the shape an assistant has to refuse to complete, because the description is unverified, the rule usually belongs to somebody outside your business, and being told yes by a chat window is not the same as being allowed through a door.

What they are really asking

Whether the rule lets them in, and they are describing themselves in the hope that you will confirm it does.

  • is there a minimum age for this
  • can under 18s attend without an adult
  • do i need to live in the area to join
  • do i need a licence to buy this
  • what qualifications do i need to enrol
  • is there an upper age limit

The material that answers it

An assistant is only as good as the document behind it, and for this question the document usually exists but is written in the wrong shape. What each one has to contain to be answerable:

Material that answers this question
Every rule that decides who is allowed, stated as a conditionLower and upper age limits, membership requirements, residency or catchment, a licence, an insurance limit, a qualification, a health condition, a prior stage that has to be completed. Write each as something a reader can check themselves against rather than as a paragraph of tone.
Where each rule comes fromLaw, your insurer, a licence you hold, a governing body, a manufacturer, or your own preference. This changes the answer to the next question every time, which is whether there is any flexibility. A rule imposed by an insurer is not one your staff can quietly waive, and saying so is far more persuasive than refusing without a reason.
The proof, and the moment it is checkedWhat has to be shown, whether it is checked at booking, on arrival or at the point of sale, and what happens to somebody who turns up without it. Being sent away from a door with the right to be there and the wrong document in a pocket is the outcome this material exists to prevent.
Your supervision, consent and accompanying adult rulesWhether somebody under an age can attend with an adult, who counts as that adult, whether written consent is needed and from whom, and whether the rule differs by activity or by time of day. This sits underneath most age enquiries and is usually held only in staff heads.

How to handle it

State the rule, and never apply it to the person

This is the whole discipline of the intent and it is one sentence: the assistant may say what the rule is, and may not say whether this visitor satisfies it. Everything anybody types about themselves is unverified, and an eligibility answer given on the strength of a self description is a decision made on no evidence.

The wording matters more than usual. Somebody who has just explained their circumstances and gets a bare rule back can feel ignored. The reply that works states the rule, says clearly that it is the rule rather than a decision about them, and names who checks it and when. That is not a refusal. It is the information they actually need in order to know where they stand.

It also protects the visitor. A yes from a widget is not a right of entry, and somebody who travels on the strength of one and is stopped at the door has been failed by an answer that sounded generous.

Say where the rule comes from, because it answers the next question

The follow up is always some version of can you make an exception. Naming the source of the rule answers it before it is asked, and does so without an argument. A statutory limit and a house preference invite completely different conversations, and the visitor can tell which one they are in.

It also stops the assistant sounding arbitrary. A rule with a reason attached reads as a business that has thought about it. A bare number reads as an obstacle to be negotiated with whoever answers next.

Name the proof and the moment it is checked

Half the value in this intent is logistical rather than legal. Somebody planning to come needs to know what to bring, whether a photograph of a document counts, and whether the check happens before they travel or after they arrive.

Publish that and a whole class of wasted journeys stops. It is also the part of the answer that is unambiguously safe to give in full, because it is identical for everybody who walks through the door.

Refuse the borderline case out loud

Some questions are deliberately close to the line and some are close to it by accident. Either way the assistant should not reason its way to a verdict from an adjacent rule, and it must never combine two published conditions into a conclusion about a case that neither of them covers.

Configure this cluster on the cautious side, so a weak match returns your fallback rather than the nearest confident sounding paragraph. The cost of refusing is one message to a person. The cost of a wrong yes can be somebody excluded on arrival, an insurance position weakened, or a rule broken in your name.

When it stops being an answer

Anybody describing their own circumstances and asking whether they qualify

That covers nearly every real message in the intent, which is why the route out has to be warm rather than reluctant. The assistant gives the rule, says a person can confirm the case, and takes the details.

The handover earns its place here because the person receiving it can often answer in one line, and because a case that turns out to be fine is a customer who nearly did not come.

Any rule with legal, insurance or safeguarding weight behind it

Restricted goods, anything involving children, anything where a licence or a medical condition is in play. These carry consequences beyond a lost booking, and in some of them a wrong answer is an offence rather than a mistake. Route them to somebody accountable and keep the assistant to describing what is published.

How this one goes wrong

The confident yes that ended at a door

Somebody explains their situation, the assistant finds the closest published condition, and answers in a way that reads as approval. They plan around it. Somebody travels, or takes a day off work, or brings a child, and at the point where the rule is actually applied the answer is no.

The whole cost of that lands on the person who was told and none of it on the system that told them. What makes it worse than an ordinary wrong answer is that they will reasonably say they checked, and they did. Keep the material to rules rather than to reassurance, name the checker and the checking moment in every answer, and run this intent cautiously enough that a case it cannot cleanly match becomes a handover instead of a guess.

Questions

Can the assistant tell somebody whether they qualify?
No, and it should say so in a way that does not sound like a brush off. It cannot verify anything typed at it, so it states the rule, names who checks it and when, and offers to take the details to a person who can confirm the case.
Is publishing our eligibility rules risky?
The opposite. An unpublished rule gets applied at the counter to somebody who has already spent time getting there, and that is where the complaint comes from. Published rules also give the assistant something exact to quote rather than an impression to work from.
What about a rule we sometimes flex?
Publish the rule and publish that circumstances can be put to the team, without publishing the flex itself. Any exception written into the indexed material becomes the answer everybody gets, which is the same as not having the rule.

Keep reading

Try it on your own material

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