Put a person beside a question

Some answers live in people's heads. Give the next reader a clear way to follow up.

Choose two questions about your records that another person might need help with.
Note who or which organization could help, using contact details you have actually checked.
Leave unanswered details marked unknown. Do not assume that being listed gives anyone permission to access a record.

Your notes are optional. Keep passwords and account numbers out of this worksheet.

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Questions, people, and checked contact detailsFor example: where is the lease? — ask the household member who signed it.

What I checked and whenFor example: confirmed the office number on its official website today.

What remains unknownA missing name or number can wait for confirmation.

A checked contact gives the next reader a way to follow up.

Original exercise by Make This Useful.

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Day 3: Put a person beside a question

Some answers live in people's heads. Give the next reader a clear way to follow up.

1. Choose two questions about your records that another person might need help with.

2. Note who or which organization could help, using contact details you have actually checked.

3. Leave unanswered details marked unknown. Do not assume that being listed gives anyone permission to access a record.

Questions, people, and checked contact details: ____________________

What I checked and when: ____________________

What remains unknown: ____________________

A checked contact gives the next reader a way to follow up.

Original exercise by Make This Useful.

Edition: records-day-3-v1

This document organizes information you provided. It is not insurance, legal, tax, or medical advice. Verify plan details with Medicare.gov or your SHIP counselor; verify medicines with your pharmacist.

https://makethisuseful.com/challenge/records/day/3?utm_source=share&utm_campaign=records

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