Three small files for preparing the material before opening a form. They use plain text, so you can edit them without a particular document tool.
Request brief
Space for the outcome, context, contact, dependency and supporting filename. Paste the completed text into the Intake form’s Details field.
Download the request briefPlain text · .txt
Handoff note
Four headings for the owner, material, decision and next action. Use it with the worked example.
Download the handoff noteMarkdown · .md
Review checklist
A reminder to open the material, identify the revision and record the scope of a decision. The review itself belongs in the record, not only in this local copy.