Keep each person’s records accurately attributed.
Distinguish individual evidence
A joint planning summary does not replace the employee’s own qualifying history. Do not attribute a spouse’s course, assignment or experience to the transferee.
By documenting the company's own systems and the specialist's role in them: internal training records, authorship of procedures, escalation histories, and a statement of how many employees hold comparable knowledge and how long training a replacement would take. The company's own written procedure with a dated revision history showing internal development and identifying the analyst as a contributor or trainer can be powerful evidence. With internal records: design documents, project histories, training materials and staffing data that show what the proprietary element is, who created it, and how few people in the group can work with it. Obtain the final publication, contributor statements, drafts or revision history, and employer records identifying which tests, diagrams, or explanations the applicant produced. Prepare dated summaries, training history, product descriptions, role comparisons, supervisor statements, and redacted documents where suitable, retaining originals securely.