Information to record
Use these prompts to agree the record for your project. Keep the answers and their source references together; leave an unknown value explicit rather than filling it with an assumption.
- Recipient task
- Explain how the files will be used.
- Required format
- Confirm PDF, CSV or another agreed deliverable.
- Field coverage
- Identify information expected in each output.
- Evidence coverage
- State whether images and source references are included.
- Opening check
- Record the application and result used to review the export.
Checks for this task
- Do not assume a PDF contains the editable project or all source photographs.
- Test the actual exported file on the recipient’s intended workflow.
- Keep a contents note and a copy of the issued package.
A worked example
Illustrative example, not a client case: A manager needs a PDF for circulation and a CSV for an asset register. The handover explains the contents of each, identifies the evidence set separately and records the opening checks.
Scope and limits
Available exports depend on the application and project; this page does not promise arbitrary format support.
Use the worksheet
The download contains the prompts and checks above with space for your project notes. It is a plain text document you can edit in a text editor or copy into your project brief. It contains no client information and does not run calculations, import records or change an account.
Continue the workflow
Prepared by Canopy.