Use the current official process, including further USCIS instructions and supporting evidence requirements after the initial step.
Keep an instruction and submission record
Identify the version used and what has actually been completed. An older checklist or intermediary summary does not establish the current requirements for each employee. Keep a dated official-material folder and a separate personal-case folder.
The first should preserve the version of instructions, payment direction and terms consulted; the second should contain passports, civil records, vetting material and classification evidence. Hypothetical example: a museum-exhibit fabricator relies on an intermediary checklist that omits an updated personal-document requirement. The official instruction page, dated correspondence and the applicant’s actual records resolve what was required.
A summary from a sponsor is not controlling. Track which documents prove identity, family relationship, funds, admissibility or EB classification, because one packet cannot be assumed to establish every element. Date-stamp the official materials used and retain the exact submission copies.
If terms change later, this record shows what the applicant relied on and avoids treating a third party’s memory as the governing instruction.