Explore & experiment / your working checklist

What have you got? What still needs attention?

Review the evidence prompts and download your working note. There is no score: relevance, quality and the duties applying to the case still need consideration.

Do not enter case details or personal information. Selections stay in this page until you leave or reset it; download your note to keep it. Marking an item “not applicable” does not remove a legal duty.

01 / WORKING EVIDENCE

The person and the report

The original concern and its timelineRecord what was reported, when and how it was received.

Resident communication and agreed next stepsInclude relevant acknowledgements, updates and an accessible contact route.

Relevant household needs consideredUse appropriate processes; do not enter personal or medical details in this tool.

02 / WORKING EVIDENCE

Assessment and decisions

Inspection or assessment findingsIdentify what was assessed, by whom and what remained uncertain.

Relevant previous reports and workMake recurring issues visible rather than treating every task in isolation.

The decision, rationale and responsible personRecord what was decided and who owns any next action.

03 / WORKING EVIDENCE

The work and follow-up

The work specification and linked tasksBe clear about what each task does and does not cover.

Handover and completion evidenceInclude useful descriptions, confirmations and relevant records.

Follow-up findings and resident responseDistinguish a finished task from the outstanding household concern.

Unresolved questions and escalationKeep the next step, owner and review point visible.

04 / WORKING EVIDENCE

Supporting context, where relevant

Relevant monitoring dataOptional context. Consider suitability and relevance; not every case needs sensors.

Coverage, missing readings and limitationsWhere data is used, make its limitations visible.

Relevant property or external contextOptional context such as condition records and weather, where useful.

Applicable official requirements checkedUse the right nation, tenure and original sources. This checklist does not decide those duties.