Starting point
Identify rooms and times requiring privacy, and how to request entry or change the timetable. Clear instructions support the work without sharing information unnecessary for the duties.
when arranging support for the first time
Use a simple brief and clear task examples, allowing time for introductions and explaining the routine.
a weekly review
Review completed and deferred duties and their reasons, then agree changes to priorities or time instead of repeating an unsuitable list.
Checklist
Selections are not sent or saved.
Before agreeing
Do not include documents, passwords or access codes in a general enquiry summary.