Worksheet 1 of 5. Record types
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}

Instructions
Separate study plans, raw notes, consent records, findings, and decisions.

Worked example, fictional
Context: A team's interview notes are scattered across personal folders and findings lose their source context.
Completed response: Participant contact details are not copied into the general findings board.

Your decision
What record types must stay connected?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]

Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.

Next worksheet: Naming system.

Before you start
- Existing studies: [Source or notes]
- Access rules: [Source or notes]
- Common retrieval questions: [Source or notes]

What you will make
A searchable evidence library with source context and clear access ownership.