Records, a little at a time · Day 5 of 7
Try your directions on one record
A tiny rehearsal can reveal the one missing instruction.
- Use the directions on your records map to find one item, without relying on memory.
- Notice any vague wording. If someone is helping, choose only a record you are comfortable letting them see.
- Update the directions so a future you can follow them. Write down access questions instead of sharing passwords here.
Your notes are optional. Keep passwords and account numbers out of this worksheet.
Checking for your work in this browser…
Trying one set of directions shows what to clarify next.
Original exercise by Make This Useful.