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.
- Project version
- Identify the copy and backup date.
- Contents
- List data, photos and issued outputs included.
- Storage location
- Record the agreed backup destination.
- Access responsibility
- Identify who can retrieve the copy.
- Restore check
- Record what was opened or restored and the result.
Checks for this task
- Use authorised storage and avoid exposing private client files.
- Check a sample restore using a copy rather than the only working project.
- Record missing files or unsupported formats before relying on the backup.
A worked example
Illustrative example, not a client case: The team copies an issued project and its photo set to the agreed location. A reviewer opens the report and checks sample evidence references from the copied files, documenting what the check covered.
Scope and limits
This worksheet does not configure cloud backups or guarantee recovery; test the actual tools and formats used.
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.